Claraphi Advisory Network’s iShare MSCI Eurozone ETF EZU Stock Holding History

Claraphi Advisory Network’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
2019 Q4	–	Sell	-87	Closed	-$3K	–	258
2019 Q3	$3K	Buy	+87	New	+$3.36K	﹤0.01%	371
2018 Q3	–	Sell	-7,676	Closed	-$315K	–	270
2018 Q2	$315K	Sell	7,676 -312	-4%	-$13.6K	0.2%	146
2018 Q1	$346K	Sell	7,988 -4,093	-34%	-$182K	0.25%	122
2017 Q4	$524K	Buy	+12,081	New	+$525K	0.41%	72

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Claraphi Advisory Network's EZU Position: Q4 2019 in Review

Claraphi Advisory Network sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2019, closing a stake of 87 shares — an estimated $3K sold.

Claraphi Advisory Network first reported a position in EZU in Q4 2017 and held it in 4 quarters. The position peaked at $524K in Q4 2017. 219 funds tracked by Wall St. Rank hold EZU as of Q4 2019.

Claraphi Advisory Network reported no remaining iShare MSCI Eurozone ETF position as of Q4 2019 after selling out during the quarter.
Claraphi Advisory Network sold 87 iShare MSCI Eurozone ETF shares in Q4 2019, an estimated $3K.
Claraphi Advisory Network first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 4 quarters.
Claraphi Advisory Network's iShare MSCI Eurozone ETF position peaked at $524K in Q4 2017.
219 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.