C
EZU icon

Certuity’s iShare MSCI Eurozone ETF EZU Stock Holding History

Certuity’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
2023
Q1 		– Sell
-6,421
Closed -$253K – 233
2022
Q4 		$253K Hold
6,421
– – 0.04% 170
2022
Q3 		$205K Hold
6,421
– – 0.05% 179
2022
Q2 		$233K Hold
6,421
– – 0.06% 184
2022
Q1 		$278K Hold
6,421
– – 0.06% 224
2021
Q4 		$315K Hold
6,421
– – 0.07% 198
2021
Q3 		$309K Hold
6,421
– – 0.06% 271
2021
Q2 		$317K Hold
6,421
– – 0.07% 225
2021
Q1 		$298K Hold
6,421
– – 0.08% 207
2020
Q4 		$283K Hold
6,421
– – 0.09% 159
2020
Q3 		$243K Hold
6,421
– – 0.1% 158
2020
Q2 		$234K Buy
+6,421
New +$215K 0.11% 143

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Certuity's EZU Position: Q1 2023 in Review

Certuity sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2023, closing a stake of 6,421 shares — an estimated $253K sold.

Certuity first reported a position in EZU in Q2 2020 and held it in 11 quarters. The position peaked at $317K in Q2 2021. 245 funds tracked by Wall St. Rank hold EZU as of Q1 2023.

  • Certuity reported no remaining iShare MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
  • Certuity sold 6,421 iShare MSCI Eurozone ETF shares in Q1 2023, an estimated $253K.
  • Certuity first reported a position in iShare MSCI Eurozone ETF in Q2 2020 and held it in 11 quarters.
  • Certuity's iShare MSCI Eurozone ETF position peaked at $317K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2023.

Based on Certuity's 13F filing for Q1 2023, filed 11 May 2023.