Stratos Wealth Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-19	Closed	-$1K	–	1530
2018 Q3	$1K	Buy	+19	New	+$567	﹤0.01%	2837
2018 Q2	–	Sell	-19	Closed	-$1K	–	1656
2018 Q1	$1K	Sell	19 -1,406	-99%	-$42.2K	﹤0.01%	2989
2017 Q4	$42K	Buy	+1,425	New	+$43.3K	﹤0.01%	1601
2016 Q2	–	Sell	-417,799	Closed	-$10.2M	–	645
2016 Q1	$10.2M	Sell	417,799 -4,517	-1%	-$108K	0.87%	25
2015 Q4	$10.9M	Buy	422,316 +382,320	+956%	+$10.2M	0.91%	28
2015 Q3	$992K	Buy	+39,996	New	+$1.08M	0.12%	148

Other funds holding HEZU

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Stratos Wealth Partners's HEZU Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 19 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in HEZU in Q3 2015 and held it in 6 quarters. The position peaked at $10.9M in Q4 2015. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

Stratos Wealth Partners reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 19 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018, an estimated $1K.
Stratos Wealth Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 6 quarters.
Stratos Wealth Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $10.9M in Q4 2015.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.