Advisory Services & Investments’s iShare MSCI Eurozone ETF EZU Stock Holding History

Advisory Services & Investments’s Portfolio EZU Stock Details EZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-18,260	Closed	-$664K	–	38
2022 Q2	$664K	Hold	18,260	–	–	0.63%	30
2022 Q1	$790K	Hold	18,260	–	–	0.64%	23
2021 Q4	$895K	Hold	18,260	–	–	0.57%	26
2021 Q3	$879K	Hold	18,260	–	–	0.58%	24
2021 Q2	$901K	Sell	18,260 -3,035	-14%	-$150K	0.66%	20
2021 Q1	$989K	Buy	+21,295	New	+$966K	0.8%	19

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Advisory Services & Investments's EZU Position: Q3 2022 in Review

Advisory Services & Investments sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2022, closing a stake of 18,260 shares — an estimated $664K sold.

Advisory Services & Investments first reported a position in EZU in Q1 2021 and held it in 6 quarters. The position peaked at $989K in Q1 2021. 173 funds tracked by Wall St. Rank hold EZU as of Q3 2022.

Advisory Services & Investments reported no remaining iShare MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
Advisory Services & Investments sold 18,260 iShare MSCI Eurozone ETF shares in Q3 2022, an estimated $664K.
Advisory Services & Investments first reported a position in iShare MSCI Eurozone ETF in Q1 2021 and held it in 6 quarters.
Advisory Services & Investments's iShare MSCI Eurozone ETF position peaked at $989K in Q1 2021.
173 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2022.

Based on Advisory Services & Investments's 13F filing for Q3 2022, filed 13 Oct 2022.