Clear Perspective Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Clear Perspective 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 Q3	–	Sell	-133	Closed	-$5K	–	236
2018 Q2	$5K	Buy	+133	New	+$5.8K	﹤0.01%	419

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

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

Clear Perspective Advisors's EZU Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2018, closing a stake of 133 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in EZU in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 246 funds tracked by Wall St. Rank hold EZU as of Q3 2018.

Clear Perspective Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 133 iShare MSCI Eurozone ETF shares in Q3 2018, an estimated $5K.
Clear Perspective Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and held it in 1 quarter.
Clear Perspective Advisors's iShare MSCI Eurozone ETF position peaked at $5K in Q2 2018.
246 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.