Avidian Wealth Enterprises’s iShare MSCI Eurozone ETF EZU Stock Holding History

Avidian Wealth Enterprises’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	-15,220	Closed	-$624K	–	101
2018 Q3	$624K	Sell	15,220 -255,394	-94%	-$10.6M	0.2%	48
2018 Q2	$11.1M	Buy	270,614 +2,650	+1%	+$116K	3.5%	13
2018 Q1	$11.6M	Buy	267,964 +9,446	+4%	+$420K	3.89%	11
2017 Q4	$11.2K	Buy	258,518 +22,353	+9%	+$971K	3%	12
2017 Q3	$10.2M	Buy	+236,165	New	+$9.89M	3.9%	9
2017 Q2	–	Sell	-207,075	Closed	-$7.79M	–	93
2017 Q1	$7.79M	Buy	+207,075	New	+$7.44M	2.98%	10

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

Avidian Wealth Enterprises's EZU Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 15,220 shares — an estimated $624K sold.

Avidian Wealth Enterprises first reported a position in EZU in Q1 2017 and held it in 6 quarters. The position peaked at $11.6M in Q1 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

Avidian Wealth Enterprises reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Avidian Wealth Enterprises sold 15,220 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $624K.
Avidian Wealth Enterprises first reported a position in iShare MSCI Eurozone ETF in Q1 2017 and held it in 6 quarters.
Avidian Wealth Enterprises's iShare MSCI Eurozone ETF position peaked at $11.6M in Q1 2018.
229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.