Wealthspire Advisors (Maryland)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Wealthspire Advisors (Maryland)’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	-878	Closed	-$26K	–	2491
2018 Q3	$26K	Buy	+878	New	+$26.2K	﹤0.01%	1199
2017 Q1	–	Sell	-612	Closed	-$16K	–	1966
2016 Q4	$16K	Buy	+612	New	+$15.5K	﹤0.01%	1083
2016 Q3	–	Sell	-1,316	Closed	-$32K	–	1761
2016 Q2	$32K	Buy	+1,316	New	+$32.2K	0.01%	843

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

Wealthspire Advisors (Maryland)'s HEZU Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 878 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in HEZU in Q2 2016 and held it in 3 quarters. The position peaked at $32K in Q2 2016. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 878 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018, an estimated $26K.
Wealthspire Advisors (Maryland) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $32K in Q2 2016.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.