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Bedel Financial Consulting’s iShare MSCI Eurozone ETF EZU Stock Holding History

Bedel Financial Consulting’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
2021
Q3 		– Sell
-293
Closed -$14K – 998
2021
Q2 		$14K Buy
+293
New +$14.5K ﹤0.01% 609

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Bank of America
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bedel Financial Consulting's EZU Position: Q3 2021 in Review

Bedel Financial Consulting sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2021, closing a stake of 293 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in EZU in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 217 funds tracked by Wall St. Rank hold EZU as of Q3 2021.

  • Bedel Financial Consulting reported no remaining iShare MSCI Eurozone ETF position as of Q3 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 293 iShare MSCI Eurozone ETF shares in Q3 2021, an estimated $14K.
  • Bedel Financial Consulting first reported a position in iShare MSCI Eurozone ETF in Q2 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's iShare MSCI Eurozone ETF position peaked at $14K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2021.

Based on Bedel Financial Consulting's 13F filing for Q3 2021, filed 12 Oct 2021.