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CLA (CliftonLarsonAllen) Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2016
Q3 		– Sell
-18,711
Closed -$604K – 126
2016
Q2 		$604K Buy
18,711
+2,170
+13% +$74.3K 0.09% 93
2016
Q1 		$569K Hold
16,541
– – 0.09% 89
2015
Q4 		$580K Hold
16,541
– – 0.1% 99
2015
Q3 		$568K Hold
16,541
– – 0.11% 97
2015
Q2 		$621K Hold
16,541
– – 0.12% 93
2015
Q1 		$638K Hold
16,541
– – 0.14% 73
2014
Q4 		$601K Buy
16,541
+2,060
+14% +$76.6K 0.13% 69
2014
Q3 		$558K Hold
14,481
– – 0.12% 66
2014
Q2 		$613K Hold
14,481
– – 0.12% 69
2014
Q1 		$612K Hold
14,481
– – 0.14% 67
2013
Q4 		$599K Hold
14,481
– – 0.15% 63
2013
Q3 		$546K Buy
+14,481
New +$516K 0.15% 66

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return