Core Wealth Advisors (Florida)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Core Wealth Advisors (Florida)’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 Q3	–	Sell	-331,912	Closed	-$15.2M	–	243
2023 Q2	$15.2M	Buy	331,912 +17,208	+5%	+$784K	6.1%	4
2023 Q1	$14.2M	Buy	+314,704	New	+$13.7M	5.66%	4

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RBA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Core Wealth Advisors (Florida)'s EZU Position: Q3 2023 in Review

Core Wealth Advisors (Florida) sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 331,912 shares — an estimated $15.2M sold.

Core Wealth Advisors (Florida) first reported a position in EZU in Q1 2023 and held it in 2 quarters. The position peaked at $15.2M in Q2 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

Core Wealth Advisors (Florida) reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 331,912 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $15.2M.
Core Wealth Advisors (Florida) first reported a position in iShare MSCI Eurozone ETF in Q1 2023 and held it in 2 quarters.
Core Wealth Advisors (Florida)'s iShare MSCI Eurozone ETF position peaked at $15.2M in Q2 2023.
242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2023, filed 13 Nov 2023.