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Belpointe Asset Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,143
Closed -$51.5K – 1457
2023
Q1 		$51.5K Buy
1,143
+143
+14% +$6.24K ﹤0.01% 1677
2022
Q4 		$39.5K Buy
+1,000
New +$37.4K ﹤0.01% 1746

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Belpointe Asset Management's EZU Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2023, closing a stake of 1,143 shares — an estimated $51.5K sold.

Belpointe Asset Management first reported a position in EZU in Q4 2022 and held it in 2 quarters. The position peaked at $51.5K in Q1 2023. 270 funds tracked by Wall St. Rank hold EZU as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShare MSCI Eurozone ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,143 iShare MSCI Eurozone ETF shares in Q2 2023, an estimated $51.5K.
  • Belpointe Asset Management first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShare MSCI Eurozone ETF position peaked at $51.5K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.