Asset Planning Services (Pennsylvania)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q3	–	Sell	-6,824	Closed	-$249K	–	82
2020 Q2	$249K	Buy	6,824 +52	+0.8%	+$1.74K	0.11%	70
2020 Q1	$207K	Hold	6,772	–	–	0.1%	72
2019 Q4	$282K	Buy	6,772 +25	+0.4%	+$1.01K	0.12%	69
2019 Q3	$262K	Hold	6,747	–	–	0.11%	70
2019 Q2	$267K	Buy	6,747 +156	+2%	+$6.15K	0.12%	68
2019 Q1	$254K	Hold	6,591	–	–	0.12%	69
2018 Q4	$231K	Buy	6,591 +32	+0.5%	+$1.2K	0.12%	64
2018 Q3	$254K	Hold	6,559	–	–	0.12%	61
2018 Q2	$269K	Buy	6,559 +144	+2%	+$6.28K	0.13%	58
2018 Q1	$278K	Buy	6,415 +550	+9%	+$24.5K	0.14%	57
2017 Q4	$254K	Buy	5,865 +573	+11%	+$24.9K	0.13%	61
2017 Q3	$229K	Hold	5,292	–	–	0.13%	64
2017 Q2	$213K	Buy	5,292 +2,031	+62%	+$81.2K	0.14%	66
2017 Q1	$123K	Hold	3,261	–	–	0.08%	83
2016 Q4	$113K	Buy	3,261 +19	+0.6%	+$642	0.09%	82
2016 Q3	$112K	Hold	3,242	–	–	0.09%	82
2016 Q2	$105K	Buy	3,242 +80	+3%	+$2.74K	0.09%	96
2016 Q1	$109K	Hold	3,162	–	–	0.1%	96
2015 Q4	$111K	Buy	3,162 +5	+0.2%	+$181	0.11%	75
2015 Q3	$108K	Buy	3,157 +48	+2%	+$1.78K	0.11%	70
2015 Q2	$117K	Buy	+3,109	New	+$123K	0.11%	69

Other funds holding EZU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1CP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s EZU Position: Q3 2020 in Review

Asset Planning Services (Pennsylvania) sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2020, closing a stake of 6,824 shares — an estimated $249K sold.

Asset Planning Services (Pennsylvania) first reported a position in EZU in Q2 2015 and held it in 21 quarters. The position peaked at $282K in Q4 2019. 176 funds tracked by Wall St. Rank hold EZU as of Q3 2020.

Asset Planning Services (Pennsylvania) reported no remaining iShare MSCI Eurozone ETF position as of Q3 2020 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 6,824 iShare MSCI Eurozone ETF shares in Q3 2020, an estimated $249K.
Asset Planning Services (Pennsylvania) first reported a position in iShare MSCI Eurozone ETF in Q2 2015 and held it in 21 quarters.
Asset Planning Services (Pennsylvania)'s iShare MSCI Eurozone ETF position peaked at $282K in Q4 2019.
176 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2020, filed 10 Nov 2020.