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

WFG Advisors’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
2016
Q1 		– Sell
-92
Closed -$2K – 1587
2015
Q4 		$2K Hold
92
– – ﹤0.01% 1366
2015
Q3 		$2K Buy
+92
New +$2.47K ﹤0.01% 1412

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

WFG Advisors's HEZU Position: Q1 2016 in Review

WFG Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2016, closing a stake of 92 shares — an estimated $2K sold.

WFG Advisors first reported a position in HEZU in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 86 funds tracked by Wall St. Rank hold HEZU as of Q1 2016.

  • WFG Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 92 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2016, an estimated $2K.
  • WFG Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 2 quarters.
  • WFG Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2K in Q4 2015.
  • 86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.