Essex Savings Bank’s iShare MSCI Eurozone ETF EZU Stock Holding History

Essex Savings Bank’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	-2,300	Closed	-$90K	–	326
2019 Q2	$90K	Buy	2,300 +1,150	+100%	+$45.3K	0.03%	358
2019 Q1	$44K	Hold	1,150	–	–	0.03%	306
2018 Q4	$40K	Buy	+1,150	New	+$42.9K	0.03%	313

Other funds holding EZU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Essex Savings Bank's EZU Position: Q3 2019 in Review

Essex Savings Bank sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2019, closing a stake of 2,300 shares — an estimated $90K sold.

Essex Savings Bank first reported a position in EZU in Q4 2018 and held it in 3 quarters. The position peaked at $90K in Q2 2019. 202 funds tracked by Wall St. Rank hold EZU as of Q3 2019.

Essex Savings Bank reported no remaining iShare MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 2,300 iShare MSCI Eurozone ETF shares in Q3 2019, an estimated $90K.
Essex Savings Bank first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's iShare MSCI Eurozone ETF position peaked at $90K in Q2 2019.
202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.