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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-1,575,183
Closed -$37.9M 21
2016
Q2
$37.9M Buy
1,575,183
+8,890
+0.6% +$214K 16.44% 4
2016
Q1
$38.1M Buy
1,566,293
+22,014
+1% +$536K 23.96% 3
2015
Q4
$39.9M Buy
+1,544,279
New +$39.9M 34.07% 1