Destination Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-1,437	Closed	-$57K	–	249
2019 Q2	$57K	Buy	+1,437	New	+$56.6K	﹤0.01%	258
2018 Q4	–	Sell	-285	Closed	-$12K	–	576
2018 Q3	$12K	Hold	285	–	–	﹤0.01%	444
2018 Q2	$12K	Sell	285 -82	-22%	-$3.58K	﹤0.01%	383
2018 Q1	$16K	Buy	+367	New	+$16.3K	﹤0.01%	358
2014 Q4	–	Sell	-9,472	Closed	-$365K	–	119
2014 Q3	$365K	Hold	9,472	–	–	0.04%	103
2014 Q2	$401K	Buy	+9,472	New	+$406K	0.04%	103

Other funds holding EZU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Destination Wealth Management's EZU Position: Q3 2019 in Review

Destination Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2019, closing a stake of 1,437 shares — an estimated $57K sold.

Destination Wealth Management first reported a position in EZU in Q2 2014 and held it in 6 quarters. The position peaked at $401K in Q2 2014. 202 funds tracked by Wall St. Rank hold EZU as of Q3 2019.

Destination Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,437 iShare MSCI Eurozone ETF shares in Q3 2019, an estimated $57K.
Destination Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q2 2014 and held it in 6 quarters.
Destination Wealth Management's iShare MSCI Eurozone ETF position peaked at $401K in Q2 2014.
202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.