Castleview Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-160	Closed	-$7.81K	–	663
2024 Q2	$7.81K	Hold	160	–	–	﹤0.01%	559
2024 Q1	$8.17K	Hold	160	–	–	﹤0.01%	554
2023 Q4	$7.59K	Hold	160	–	–	0.01%	538
2023 Q3	$6.76K	Hold	160	–	–	0.01%	455
2023 Q2	$7.33K	Hold	160	–	–	0.01%	463
2023 Q1	$7.21K	Hold	160	–	–	0.01%	461
2022 Q4	$6.32K	Hold	160	–	–	0.01%	424
2022 Q3	$5K	Sell	160 -599	-79%	-$21.5K	﹤0.01%	453
2022 Q2	$22.8K	Buy	759 +599	+374%	+$24K	0.02%	376
2022 Q1	$6K	Sell	160 -7,681	-98%	-$350K	﹤0.01%	551
2021 Q4	$160	Buy	+7,841	New	+$386K	﹤0.01%	723
2021 Q2	$8K	Buy	+160	New	+$7.93K	﹤0.01%	738

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Castleview Partners's EZU Position: Q3 2024 in Review

Castleview Partners sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2024, closing a stake of 160 shares — an estimated $7.81K sold.

Castleview Partners first reported a position in EZU in Q2 2021 and held it in 12 quarters. The position peaked at $22.8K in Q2 2022. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

Castleview Partners reported no remaining iShare MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 160 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $7.81K.
Castleview Partners first reported a position in iShare MSCI Eurozone ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's iShare MSCI Eurozone ETF position peaked at $22.8K in Q2 2022.
257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.