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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
Q1 		– Sell
-4,000
Closed -$174K – 1442
2017
Q4 		$174K Sell
4,000
-2,000
-33% -$86.9K 0.03% 354
2017
Q3 		$260K Buy
+6,000
New +$251K 0.05% 276

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
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
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.