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BerganKDV Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

BerganKDV Wealth 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
2022
Q1 		– Sell
-281
Closed -$14K – 1025
2021
Q4 		$14K Hold
281
– – ﹤0.01% 598
2021
Q3 		$14K Buy
+281
New +$14K ﹤0.01% 578

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's EZU Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2022, closing a stake of 281 shares — an estimated $14K sold.

BerganKDV Wealth Management first reported a position in EZU in Q3 2021 and held it in 2 quarters. The position peaked at $14K in Q4 2021. 200 funds tracked by Wall St. Rank hold EZU as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 281 iShare MSCI Eurozone ETF shares in Q1 2022, an estimated $14K.
  • BerganKDV Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q3 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's iShare MSCI Eurozone ETF position peaked at $14K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.