Financial Architects (New Jersey)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Financial Architects (New Jersey)’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
2018 Q4	–	Sell	-733	Closed	-$30K	–	1377
2018 Q3	$30K	Sell	733 -324	-31%	-$13.4K	﹤0.01%	805
2018 Q2	$43K	Sell	1,057 -615	-37%	-$26.8K	0.01%	608
2018 Q1	$72K	Buy	1,672 +17	+1%	+$756	0.01%	527
2017 Q4	$72K	Hold	1,655	–	–	0.01%	579
2017 Q3	$72K	Hold	1,655	–	–	0.01%	576
2017 Q2	$67K	Hold	1,655	–	–	0.01%	578
2017 Q1	$62K	Hold	1,655	–	–	0.01%	595
2016 Q4	$57K	Buy	1,655 +371	+29%	+$12.5K	0.01%	533
2016 Q3	$44K	Buy	1,284 +486	+61%	+$16.4K	0.01%	608
2016 Q2	$25K	Buy	798 +390	+96%	+$13.3K	0.01%	724
2016 Q1	$14K	Buy	+408	New	+$13.4K	0.01%	658
2015 Q3	–	Sell	-276	Closed	-$10K	–	449
2015 Q2	$10K	Buy	+276	New	+$10.9K	﹤0.01%	793

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

1CP

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Financial Architects (New Jersey)'s EZU Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 733 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in EZU in Q2 2015 and held it in 12 quarters. The position peaked at $72K in Q1 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

Financial Architects (New Jersey) reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 733 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $30K.
Financial Architects (New Jersey) first reported a position in iShare MSCI Eurozone ETF in Q2 2015 and held it in 12 quarters.
Financial Architects (New Jersey)'s iShare MSCI Eurozone ETF position peaked at $72K in Q1 2018.
229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.