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Fernwood Investment Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-6
Closed -$306 – 359
2024
Q1 		$306 Buy
+6
New +$290 ﹤0.01% 701

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Bank of America
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Fidelity Investments
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fernwood Investment Management's EZU Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2024, closing a stake of 6 shares — an estimated $306 sold.

Fernwood Investment Management first reported a position in EZU in Q1 2024 and held it in 1 quarter. The position peaked at $306 in Q1 2024. 250 funds tracked by Wall St. Rank hold EZU as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShare MSCI Eurozone ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 6 iShare MSCI Eurozone ETF shares in Q2 2024, an estimated $306.
  • Fernwood Investment Management first reported a position in iShare MSCI Eurozone ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShare MSCI Eurozone ETF position peaked at $306 in Q1 2024.
  • 250 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.