PSW
HEZU icon

Portfolio Strategies (Washington)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Portfolio Strategies (Washington)’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
-1,709
Closed -$49K – 78
2017
Q1 		$49K Buy
+1,709
New +$46.7K 0.06% 36

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

Portfolio Strategies (Washington)'s HEZU Position: Q2 2017 in Review

Portfolio Strategies (Washington) sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2017, closing a stake of 1,709 shares — an estimated $49K sold.

Portfolio Strategies (Washington) first reported a position in HEZU in Q1 2017 and held it in 1 quarter. The position peaked at $49K in Q1 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2017.

  • Portfolio Strategies (Washington) reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 1,709 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2017, an estimated $49K.
  • Portfolio Strategies (Washington) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and held it in 1 quarter.
  • Portfolio Strategies (Washington)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $49K in Q1 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q2 2017, filed 8 Aug 2017.