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WealthOne’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

WealthOne’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
Q1 		– Sell
-56
Closed -$1K – 268
2018
Q4 		$1K Buy
+56
New +$1.55K ﹤0.01% 577

Other funds holding HEZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthOne's HEZU Position: Q1 2019 in Review

WealthOne sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2019, closing a stake of 56 shares — an estimated $1K sold.

WealthOne first reported a position in HEZU in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 88 funds tracked by Wall St. Rank hold HEZU as of Q1 2019.

  • WealthOne reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 56 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2019, an estimated $1K.
  • WealthOne first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.