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

Financial Advocates 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
2023
Q4 		– Sell
-21,436
Closed -$1.02M – 744
2023
Q3 		$1.02M Buy
+21,436
New +$961K 0.07% 266
2018
Q3 		– Sell
-15,618
Closed -$637K – 511
2018
Q2 		$637K Sell
15,618
-381
-2% -$16.6K 0.08% 232
2018
Q1 		$694K Buy
+15,999
New +$712K 0.09% 214

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Financial Advocates Investment Management's EZU Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2023, closing a stake of 21,436 shares — an estimated $1.02M sold.

Financial Advocates Investment Management first reported a position in EZU in Q1 2018 and held it in 3 quarters. The position peaked at $1.02M in Q3 2023. 239 funds tracked by Wall St. Rank hold EZU as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,436 iShare MSCI Eurozone ETF shares in Q4 2023, an estimated $1.02M.
  • Financial Advocates Investment Management first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShare MSCI Eurozone ETF position peaked at $1.02M in Q3 2023.
  • 239 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.