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Madison Investment Holdings’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Madison Investment Holdings’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
2018
Q2 		– Sell
-11,318
Closed -$332K – 255
2018
Q1 		$332K Sell
11,318
-111,895
-91% -$3.36M 0.01% 233
2017
Q4 		$3.67M Buy
123,213
+2,668
+2% +$81K 0.06% 182
2017
Q3 		$3.63M Buy
+120,545
New +$3.52M 0.06% 189

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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Madison Investment Holdings's HEZU Position: Q2 2018 in Review

Madison Investment Holdings sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2018, closing a stake of 11,318 shares — an estimated $332K sold.

Madison Investment Holdings first reported a position in HEZU in Q3 2017 and held it in 3 quarters. The position peaked at $3.67M in Q4 2017. 105 funds tracked by Wall St. Rank hold HEZU as of Q2 2018.

  • Madison Investment Holdings reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 11,318 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2018, an estimated $332K.
  • Madison Investment Holdings first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2017 and held it in 3 quarters.
  • Madison Investment Holdings's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.67M in Q4 2017.
  • 105 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2018.

Based on Madison Investment Holdings's 13F filing for Q2 2018, filed 8 Aug 2018.