Fiduciary Alliance’s iShare MSCI Eurozone ETF EZU Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-200	Closed	-$9.16K	–	431
2023 Q2	$9.16K	Buy	+200	New	+$9.11K	﹤0.01%	577
2023 Q1	–	Sell	-200	Closed	-$7.89K	–	379
2022 Q4	$7.89K	Buy	+200	New	+$7.47K	﹤0.01%	454

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiduciary Alliance's EZU Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 200 shares — an estimated $9.16K sold.

Fiduciary Alliance first reported a position in EZU in Q4 2022 and held it in 2 quarters. The position peaked at $9.16K in Q2 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

Fiduciary Alliance reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 200 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $9.16K.
Fiduciary Alliance first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's iShare MSCI Eurozone ETF position peaked at $9.16K in Q2 2023.
242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.