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Alpha Financial Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-5,300
Closed -$277K – 101
2024
Q3 		$277K Buy
+5,300
New +$265K 0.2% 81

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Bank of America
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alpha Financial Partners's EZU Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2024, closing a stake of 5,300 shares — an estimated $277K sold.

Alpha Financial Partners first reported a position in EZU in Q3 2024 and held it in 1 quarter. The position peaked at $277K in Q3 2024. 251 funds tracked by Wall St. Rank hold EZU as of Q4 2024.

  • Alpha Financial Partners reported no remaining iShare MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 5,300 iShare MSCI Eurozone ETF shares in Q4 2024, an estimated $277K.
  • Alpha Financial Partners first reported a position in iShare MSCI Eurozone ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's iShare MSCI Eurozone ETF position peaked at $277K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.