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

Capital Directions Investment Advisors’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
Q4 		$553 Buy
+14
New +$523 ﹤0.01% 231
2014
Q3 		– Sell
-1,425
Closed -$60K – 73
2014
Q2 		$60K Buy
+1,425
New +$61.1K 0.02% 48

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
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
Arrowstreet Capital
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 Directions Investment Advisors's EZU Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShare MSCI Eurozone ETF (EZU) in Q4 2022: 14 shares worth $553. The stake represents ﹤0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in EZU as recently as Q2 2014.

Capital Directions Investment Advisors first reported a position in EZU in Q2 2014 and has held it in 2 quarters since. The position peaked at $60K in Q2 2014. 193 funds tracked by Wall St. Rank hold EZU as of Q4 2022.

  • Capital Directions Investment Advisors held 14 shares of iShare MSCI Eurozone ETF worth $553 as of Q4 2022.
  • iShare MSCI Eurozone ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #231 holding.
  • Capital Directions Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2014 and has held it in 2 quarters since.
  • Capital Directions Investment Advisors's iShare MSCI Eurozone ETF position peaked at $60K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.