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

Semmax 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
2020 Q1	–	Sell	-2,358	Closed	-$75K	–	284
2019 Q4	$75K	Hold	2,358	–	–	0.04%	104
2019 Q3	$73K	Hold	2,358	–	–	0.04%	104
2019 Q2	$72K	Hold	2,358	–	–	0.05%	109
2019 Q1	$69K	Sell	2,358 -289	-11%	-$8.14K	0.05%	184
2018 Q4	$69K	Buy	+2,647	New	+$73.2K	0.05%	174

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Semmax Financial Advisors's HEZU Position: Q1 2020 in Review

Semmax Financial Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2020, closing a stake of 2,358 shares — an estimated $75K sold.

Semmax Financial Advisors first reported a position in HEZU in Q4 2018 and held it in 5 quarters. The position peaked at $75K in Q4 2019. 87 funds tracked by Wall St. Rank hold HEZU as of Q1 2020.

Semmax Financial Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
Semmax Financial Advisors sold 2,358 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2020, an estimated $75K.
Semmax Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 5 quarters.
Semmax Financial Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $75K in Q4 2019.
87 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2020.

Based on Semmax Financial Advisors's 13F filing for Q1 2020, filed 5 May 2020.