Capstone Investment Advisors
EZU icon

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

Capstone 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
2018
Q1 		– Sell
-98,526
Closed -$4.27M – 409
2017
Q4 		$4.27M Buy
+98,526
New +$4.28M 0.12% 118
2017
Q3 		– Sell
-80,313
Closed -$3.24M – 604
2017
Q2 		$3.24M Buy
+80,313
New +$3.21M 0.09% 195

Other funds holding EZU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Investment Advisors's EZU Position: Q1 2018 in Review

Capstone Investment Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2018, closing a stake of 98,526 shares — an estimated $4.27M sold.

Capstone Investment Advisors first reported a position in EZU in Q2 2017 and held it in 2 quarters. The position peaked at $4.27M in Q4 2017. 267 funds tracked by Wall St. Rank hold EZU as of Q1 2018.

  • Capstone Investment Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 98,526 iShare MSCI Eurozone ETF shares in Q1 2018, an estimated $4.27M.
  • Capstone Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's iShare MSCI Eurozone ETF position peaked at $4.27M in Q4 2017.
  • 267 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.