Cornerstone Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-15,000	Closed	-$736K	–	386
2021 Q4	$736K	Buy	15,000 +4,500	+43%	+$222K	0.11%	142
2021 Q3	$505K	Sell	10,500 -6,500	-38%	-$325K	0.08%	163
2021 Q2	$839K	Buy	+17,000	New	+$842K	0.14%	114

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Cornerstone Advisory's EZU Position: Q1 2022 in Review

Cornerstone Advisory sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2022, closing a stake of 15,000 shares — an estimated $736K sold.

Cornerstone Advisory first reported a position in EZU in Q2 2021 and held it in 3 quarters. The position peaked at $839K in Q2 2021. 200 funds tracked by Wall St. Rank hold EZU as of Q1 2022.

Cornerstone Advisory reported no remaining iShare MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 15,000 iShare MSCI Eurozone ETF shares in Q1 2022, an estimated $736K.
Cornerstone Advisory first reported a position in iShare MSCI Eurozone ETF in Q2 2021 and held it in 3 quarters.
Cornerstone Advisory's iShare MSCI Eurozone ETF position peaked at $839K in Q2 2021.
200 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.