Colton Groome Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Colton Groome Financial 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
2023 Q4	–	Sell	-9,550	Closed	-$403K	–	125
2023 Q3	$403K	Sell	9,550 -34,078	-78%	-$1.53M	0.2%	76
2023 Q2	$2M	Sell	43,628 -64,044	-59%	-$2.92M	0.94%	27
2023 Q1	$4.85M	Buy	+107,672	New	+$4.7M	2.31%	11
2022 Q1	–	Sell	-4,660	Closed	-$228K	–	113
2021 Q4	$228K	Sell	4,660 -58,699	-93%	-$2.89M	0.09%	107
2021 Q3	$3.05M	Buy	+63,359	New	+$3.17M	1.33%	24
2020 Q4	–	Sell	-104,554	Closed	-$3.96M	–	63
2020 Q3	$3.96M	Buy	104,554 +19,522	+23%	+$756K	2.78%	12
2020 Q2	$3.1M	Buy	+85,032	New	+$2.85M	2.26%	14
2020 Q1	–	Sell	-92,489	Closed	-$3.88M	–	67
2019 Q4	$3.88M	Buy	92,489 +1,914	+2%	+$77.5K	2.78%	12
2019 Q3	$3.71M	Buy	+90,575	New	+$3.5M	2.74%	13

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RBA

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Colton Groome Financial Advisors's EZU Position: Q4 2023 in Review

Colton Groome Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2023, closing a stake of 9,550 shares — an estimated $403K sold.

Colton Groome Financial Advisors first reported a position in EZU in Q3 2019 and held it in 9 quarters. The position peaked at $4.85M in Q1 2023. 239 funds tracked by Wall St. Rank hold EZU as of Q4 2023.

Colton Groome Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 9,550 iShare MSCI Eurozone ETF shares in Q4 2023, an estimated $403K.
Colton Groome Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2019 and held it in 9 quarters.
Colton Groome Financial Advisors's iShare MSCI Eurozone ETF position peaked at $4.85M in Q1 2023.
239 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.