Litman Gregory Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Litman Gregory Wealth Management’s Portfolio HEZU Stock Details HEZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,469	Closed	-$44K	–	74
2017 Q3	$44K	Hold	1,469	–	–	0.02%	53
2017 Q2	$43K	Sell	1,469 -134,835	-99%	-$4M	0.02%	35
2017 Q1	$3.91M	Sell	136,304 -1,106	-0.8%	-$30.2K	2.42%	9
2016 Q4	$3.65M	Buy	137,410 +64,114	+87%	+$1.62M	2.46%	9
2016 Q3	$1.82M	Sell	73,296 -4,021	-5%	-$97.9K	1.32%	10
2016 Q2	$1.86M	Sell	77,317 -11,921	-13%	-$292K	1.48%	10
2016 Q1	$2.17M	Sell	89,238 -85,311	-49%	-$2.04M	1.72%	9
2015 Q4	$4.51M	Buy	+174,549	New	+$4.63M	3.25%	9

Other funds holding HEZU

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's HEZU Position: Q4 2017 in Review

Litman Gregory Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2017, closing a stake of 1,469 shares — an estimated $44K sold.

Litman Gregory Wealth Management first reported a position in HEZU in Q4 2015 and held it in 8 quarters. The position peaked at $4.51M in Q4 2015. 103 funds tracked by Wall St. Rank hold HEZU as of Q4 2017.

Litman Gregory Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2017 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,469 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2017, an estimated $44K.
Litman Gregory Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 8 quarters.
Litman Gregory Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $4.51M in Q4 2015.
103 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2017.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2017, filed 30 Jan 2018.