Capital Advisors Ltd’s iShare MSCI Eurozone ETF EZU Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-112	Closed	-$4K	–	1311
2022 Q2	$4K	Hold	112	–	–	﹤0.01%	591
2022 Q1	$5K	Hold	112	–	–	﹤0.01%	582
2021 Q4	$5K	Hold	112	–	–	﹤0.01%	570
2021 Q3	$5K	Hold	112	–	–	﹤0.01%	468
2021 Q2	$6K	Hold	112	–	–	﹤0.01%	444
2021 Q1	$5K	Buy	+112	New	+$5.08K	﹤0.01%	450

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Capital Advisors Ltd's EZU Position: Q3 2022 in Review

Capital Advisors Ltd sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2022, closing a stake of 112 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in EZU in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 173 funds tracked by Wall St. Rank hold EZU as of Q3 2022.

Capital Advisors Ltd reported no remaining iShare MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisors Ltd sold 112 iShare MSCI Eurozone ETF shares in Q3 2022, an estimated $4K.
Capital Advisors Ltd first reported a position in iShare MSCI Eurozone ETF in Q1 2021 and held it in 6 quarters.
Capital Advisors Ltd's iShare MSCI Eurozone ETF position peaked at $6K in Q2 2021.
173 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2022.

Based on Capital Advisors Ltd's 13F filing for Q3 2022, filed 9 Nov 2022.