Creative Planning’s iShare MSCI Eurozone ETF EZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Buy |
16,670
+1,035
| +7% | +$61.5K | ﹤0.01% | 1846 |
|
|
2025
Q1 | $833K | Buy |
15,635
+2,078
| +15% | +$111K | ﹤0.01% | 1858 |
|
|
2024
Q4 | $640K | Buy |
13,557
+1,131
| +9% | +$53.4K | ﹤0.01% | 1998 |
|
|
2024
Q3 | $649K | Sell |
12,426
-2,401
| -16% | -$125K | ﹤0.01% | 1880 |
|
|
2024
Q2 | $724K | Buy |
14,827
+8,022
| +118% | +$392K | ﹤0.01% | 1645 |
|
|
2024
Q1 | $347K | Buy |
6,805
+126
| +2% | +$6.43K | ﹤0.01% | 2118 |
|
|
2023
Q4 | $317K | Sell |
6,679
-5,731
| -46% | -$272K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $524K | Buy |
12,410
+5,790
| +87% | +$245K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $303K | Buy |
6,620
+357
| +6% | +$16.4K | ﹤0.01% | 1903 |
|
|
2023
Q1 | $282K | Sell |
6,263
-773
| -11% | -$34.8K | ﹤0.01% | 1857 |
|
|
2022
Q4 | $278K | Buy |
+7,036
| New | +$278K | ﹤0.01% | 1766 |
|
|
2022
Q3 | – | Sell |
-7,116
| Closed | -$259K | – | 2263 |
|
|
2022
Q2 | $259K | Buy |
7,116
+1,487
| +26% | +$54.1K | ﹤0.01% | 1707 |
|
|
2022
Q1 | $244K | Sell |
5,629
-961
| -15% | -$41.7K | ﹤0.01% | 1762 |
|
|
2021
Q4 | $323K | Sell |
6,590
-1,938
| -23% | -$95K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $410K | Sell |
8,528
-26
| -0.3% | -$1.25K | ﹤0.01% | 1401 |
|
|
2021
Q2 | $422K | Sell |
8,554
-942
| -10% | -$46.5K | ﹤0.01% | 1368 |
|
|
2021
Q1 | $441K | Buy |
9,496
+1,998
| +27% | +$92.8K | ﹤0.01% | 1502 |
|
|
2020
Q4 | $331K | Buy |
+7,498
| New | +$331K | ﹤0.01% | 1528 |
|
|
2019
Q3 | – | Sell |
-10,072
| Closed | -$398K | – | 1897 |
|
|
2019
Q2 | $398K | Buy |
+10,072
| New | +$398K | ﹤0.01% | 1193 |
|
|
2018
Q4 | – | Sell |
-6,323
| Closed | -$259K | – | 1840 |
|
|
2018
Q3 | $259K | Sell |
6,323
-4,003
| -39% | -$164K | ﹤0.01% | 1486 |
|
|
2018
Q2 | $423K | Buy |
10,326
+3,559
| +53% | +$146K | ﹤0.01% | 1150 |
|
|
2018
Q1 | $293K | Buy |
6,767
+1,928
| +40% | +$83.5K | ﹤0.01% | 1342 |
|
|
2017
Q4 | $210K | Buy |
+4,839
| New | +$210K | ﹤0.01% | 1562 |
|
|
2017
Q3 | – | Sell |
-5,594
| Closed | -$226K | – | 2413 |
|
|
2017
Q2 | $226K | Buy |
5,594
+5,316
| +1,912% | +$215K | ﹤0.01% | 1436 |
|
|
2017
Q1 | $10K | Buy |
278
+113
| +68% | +$4.07K | ﹤0.01% | 3545 |
|
|
2016
Q4 | $6K | Buy |
165
+9
| +6% | +$327 | ﹤0.01% | 3768 |
|
|
2016
Q3 | $5K | Hold |
156
| – | – | ﹤0.01% | 3778 |
|
|
2016
Q2 | $5K | Buy |
+156
| New | +$5K | ﹤0.01% | 3565 |
|
|
2016
Q1 | – | Sell |
-1,050
| Closed | -$37K | – | 4249 |
|
|
2015
Q4 | $37K | Buy |
1,050
+112
| +12% | +$3.95K | ﹤0.01% | 2334 |
|
|
2015
Q3 | $32K | Buy |
+938
| New | +$32K | ﹤0.01% | 2357 |
|
|
2015
Q2 | – | Sell |
-42
| Closed | -$2K | – | 1637 |
|
|
2015
Q1 | $2K | Sell |
42
-24,416
| -100% | -$1.16M | ﹤0.01% | 3762 |
|
|
2014
Q4 | $889K | Buy |
24,458
+24,362
| +25,377% | +$886K | 0.01% | 489 |
|
|
2014
Q3 | $4K | Sell |
96
-489
| -84% | -$20.4K | ﹤0.01% | 3319 |
|
|
2014
Q2 | $25K | Buy |
585
+543
| +1,293% | +$23.2K | ﹤0.01% | 2326 |
|
|
2014
Q1 | $2K | Sell |
42
-375
| -90% | -$17.9K | ﹤0.01% | 3266 |
|
|
2013
Q4 | $17K | Buy |
+417
| New | +$17K | ﹤0.01% | 2281 |
|