Squar Milner Financial Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-101	Closed	-$2K	–	421
2020 Q1	$2K	Hold	101	–	–	﹤0.01%	669
2019 Q4	$3K	Buy	+101	New	+$3.19K	﹤0.01%	694
2019 Q3	–	Sell	-101	Closed	-$3K	–	424
2019 Q2	$3K	Hold	101	–	–	﹤0.01%	668
2019 Q1	$2K	Hold	101	–	–	﹤0.01%	774
2018 Q4	$3K	Buy	+101	New	+$2.79K	﹤0.01%	642

Other funds holding HEZU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Squar Milner Financial Services's HEZU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2020, closing a stake of 101 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in HEZU in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 101 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 5 quarters.
Squar Milner Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3K in Q4 2019.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.