Alterna Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Alterna Wealth 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 Q1	–	Sell	-8,227	Closed	-$345K	–	87
2019 Q4	$345K	Hold	8,227	–	–	0.38%	56
2019 Q3	$320K	Hold	8,227	–	–	0.38%	56
2019 Q2	$325K	Sell	8,227 -1,192	-13%	-$47K	0.39%	63
2019 Q1	$364K	Sell	9,419 -7,501	-44%	-$282K	0.31%	70
2018 Q4	$593K	Buy	+16,920	New	+$632K	0.1%	153

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alterna Wealth Management's EZU Position: Q1 2020 in Review

Alterna Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2020, closing a stake of 8,227 shares — an estimated $345K sold.

Alterna Wealth Management first reported a position in EZU in Q4 2018 and held it in 5 quarters. The position peaked at $593K in Q4 2018. 175 funds tracked by Wall St. Rank hold EZU as of Q1 2020.

Alterna Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
Alterna Wealth Management sold 8,227 iShare MSCI Eurozone ETF shares in Q1 2020, an estimated $345K.
Alterna Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's iShare MSCI Eurozone ETF position peaked at $593K in Q4 2018.
175 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.