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Wealth & Pension Services Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Wealth & Pension Services Group’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
Q3 		– Sell
-20,194
Closed -$607K – 80
2018
Q2 		$607K Buy
+20,194
New +$617K 0.77% 30

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Wealth & Pension Services Group's HEZU Position: Q3 2018 in Review

Wealth & Pension Services Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2018, closing a stake of 20,194 shares — an estimated $607K sold.

Wealth & Pension Services Group first reported a position in HEZU in Q2 2018 and held it in 1 quarter. The position peaked at $607K in Q2 2018. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

  • Wealth & Pension Services Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 20,194 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $607K.
  • Wealth & Pension Services Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $607K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on Wealth & Pension Services Group's 13F filing for Q3 2018, filed 14 Nov 2018.