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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return