Avantax Planning Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-289	Closed	-$12K	–	572
2018 Q3	$12K	Buy	+289	New	+$12K	﹤0.01%	828
2018 Q2	–	Sell	-289	Closed	-$13K	–	621
2018 Q1	$13K	Buy	+289	New	+$12.9K	﹤0.01%	933

Other funds holding EZU

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

1CP

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Avantax Planning Partners's EZU Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 289 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in EZU in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

Avantax Planning Partners reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 289 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $12K.
Avantax Planning Partners first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShare MSCI Eurozone ETF position peaked at $13K in Q1 2018.
229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.