Quattro Financial Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Quattro Financial Advisors’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
2019 Q3	–	Sell	-3,835	Closed	-$116K	–	71
2019 Q2	$116K	Buy	+3,835	New	+$116K	0.04%	62
2019 Q1	–	Sell	-456,968	Closed	-$12.3M	–	37
2018 Q4	$12.3M	Buy	456,968 +40,262	+10%	+$1.11M	4.26%	9
2018 Q3	$12.1M	Buy	416,706 +110,657	+36%	+$3.31M	4.39%	7
2018 Q2	$9.11M	Buy	+306,049	New	+$9.36M	4.51%	9
2017 Q2	–	Sell	-146,571	Closed	-$4.19M	–	67
2017 Q1	$4.19M	Buy	+146,571	New	+$4.01M	2.1%	19

Other funds holding HEZU

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

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

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Quattro Financial Advisors's HEZU Position: Q3 2019 in Review

Quattro Financial Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2019, closing a stake of 3,835 shares — an estimated $116K sold.

Quattro Financial Advisors first reported a position in HEZU in Q1 2017 and held it in 5 quarters. The position peaked at $12.3M in Q4 2018. 82 funds tracked by Wall St. Rank hold HEZU as of Q3 2019.

Quattro Financial Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
Quattro Financial Advisors sold 3,835 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2019, an estimated $116K.
Quattro Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and held it in 5 quarters.
Quattro Financial Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $12.3M in Q4 2018.
82 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2019.

Based on Quattro Financial Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.