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Aris Wealth Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-11,252
Closed -$422K – 421
2015
Q2 		$422K Sell
11,252
-93
-0.8% -$3.67K 0.39% 79
2015
Q1 		$438K Sell
11,345
-2,084
-16% -$78.3K 0.41% 78
2014
Q4 		$488K Buy
13,429
+1,160
+9% +$43.1K 0.54% 70
2014
Q3 		$472K Sell
12,269
-665
-5% -$26.7K 0.59% 71
2014
Q2 		$547K Buy
+12,934
New +$555K 0.71% 47

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aris Wealth Services's EZU Position: Q3 2015 in Review

Aris Wealth Services sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2015, closing a stake of 11,252 shares — an estimated $422K sold.

Aris Wealth Services first reported a position in EZU in Q2 2014 and held it in 5 quarters. The position peaked at $547K in Q2 2014. 167 funds tracked by Wall St. Rank hold EZU as of Q3 2015.

  • Aris Wealth Services reported no remaining iShare MSCI Eurozone ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 11,252 iShare MSCI Eurozone ETF shares in Q3 2015, an estimated $422K.
  • Aris Wealth Services first reported a position in iShare MSCI Eurozone ETF in Q2 2014 and held it in 5 quarters.
  • Aris Wealth Services's iShare MSCI Eurozone ETF position peaked at $547K in Q2 2014.
  • 167 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.