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McNamara Financial Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

McNamara Financial Services’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
Q2 		– Sell
-7,954
Closed -$228K – 35
2017
Q1 		$228K Buy
7,954
+111
+1% +$3.03K 0.12% 31
2016
Q4 		$209K Buy
+7,843
New +$199K 0.11% 34

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McNamara Financial Services's HEZU Position: Q2 2017 in Review

McNamara Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2017, closing a stake of 7,954 shares — an estimated $228K sold.

McNamara Financial Services first reported a position in HEZU in Q4 2016 and held it in 2 quarters. The position peaked at $228K in Q1 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2017.

  • McNamara Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2017 after selling out during the quarter.
  • McNamara Financial Services sold 7,954 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2017, an estimated $228K.
  • McNamara Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 2 quarters.
  • McNamara Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $228K in Q1 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2017.

Based on McNamara Financial Services's 13F filing for Q2 2017, filed 10 Jul 2017.