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Axiom Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

Axiom Advisory’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
2024
Q3 		$748K Buy
14,976
+234
+2% +$11.7K 0.01% 185
2024
Q2 		$745K Buy
+14,742
New +$745K 0.01% 180

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Axiom Advisory's EZU Position: Q3 2024 in Review

Axiom Advisory increased its iShare MSCI Eurozone ETF (EZU) stake by 1.6% in Q3 2024, buying an estimated $11.7K and bringing the position to 14,976 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #185.

Axiom Advisory first reported a position in EZU in Q2 2024 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • Axiom Advisory held 14,976 shares of iShare MSCI Eurozone ETF worth $748K as of Q3 2024.
  • Axiom Advisory bought 234 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $11.7K.
  • iShare MSCI Eurozone ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #185 holding.
  • Axiom Advisory first reported a position in iShare MSCI Eurozone ETF in Q2 2024 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.