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Concurrent Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Concurrent Investment 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
2024
Q3 		– Sell
-43,823
Closed -$2.14M – 1115
2024
Q2 		$2.14M Buy
43,823
+2,022
+5% +$102K 0.07% 254
2024
Q1 		$2.13M Buy
41,801
+7,324
+21% +$353K 0.09% 235
2023
Q4 		$1.64M Buy
+34,477
New +$1.52M 0.08% 260

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors's EZU Position: Q3 2024 in Review

Concurrent Investment Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2024, closing a stake of 43,823 shares — an estimated $2.14M sold.

Concurrent Investment Advisors first reported a position in EZU in Q4 2023 and held it in 3 quarters. The position peaked at $2.14M in Q2 2024. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • Concurrent Investment Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 43,823 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $2.14M.
  • Concurrent Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 3 quarters.
  • Concurrent Investment Advisors's iShare MSCI Eurozone ETF position peaked at $2.14M in Q2 2024.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on Concurrent Investment Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.