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Alhambra Investment Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Alhambra Investment Management’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
2020
Q4 		– Sell
-29,031
Closed -$1.1M – 123
2020
Q3 		$1.1M Buy
29,031
+1,553
+6% +$60.2K 1.32% 18
2020
Q2 		$1M Buy
+27,478
New +$919K 1.32% 17
2020
Q1 		– Sell
-5,651
Closed -$237K – 98
2019
Q4 		$237K Buy
+5,651
New +$229K 0.27% 104

Other funds holding EZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alhambra Investment Management's EZU Position: Q4 2020 in Review

Alhambra Investment Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2020, closing a stake of 29,031 shares — an estimated $1.1M sold.

Alhambra Investment Management first reported a position in EZU in Q4 2019 and held it in 3 quarters. The position peaked at $1.1M in Q3 2020. 182 funds tracked by Wall St. Rank hold EZU as of Q4 2020.

  • Alhambra Investment Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • Alhambra Investment Management sold 29,031 iShare MSCI Eurozone ETF shares in Q4 2020, an estimated $1.1M.
  • Alhambra Investment Management first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and held it in 3 quarters.
  • Alhambra Investment Management's iShare MSCI Eurozone ETF position peaked at $1.1M in Q3 2020.
  • 182 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2020.

Based on Alhambra Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.