Parasol Investment Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Parasol Investment 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 Q1	$1.84M	Buy	+64,140	New	+$1.75M	3.01%	12

Other funds holding HEZU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Parasol Investment Management's HEZU Position: Q1 2017 in Review

Parasol Investment Management opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2017: 64,140 shares worth $1.84M. The stake represents 3.01% of the portfolio and ranks #12 among its holdings.

92 funds tracked by Wall St. Rank hold HEZU as of Q1 2017.

Parasol Investment Management held 64,140 shares of iShares Currency Hedged MSCI Eurozone ETF worth $1.84M as of Q1 2017.
iShares Currency Hedged MSCI Eurozone ETF was a new Parasol Investment Management position in Q1 2017.
iShares Currency Hedged MSCI Eurozone ETF made up 3.01% of Parasol Investment Management's portfolio in Q1 2017, its #12 holding.
92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.