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Focused Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Focused Wealth 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
2016
Q3 		– Sell
-99
Closed -$3K – 671
2016
Q2 		$3K Buy
+99
New +$3.39K ﹤0.01% 563

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Focused Wealth Management's EZU Position: Q3 2016 in Review

Focused Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2016, closing a stake of 99 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in EZU in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 162 funds tracked by Wall St. Rank hold EZU as of Q3 2016.

  • Focused Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q3 2016 after selling out during the quarter.
  • Focused Wealth Management sold 99 iShare MSCI Eurozone ETF shares in Q3 2016, an estimated $3K.
  • Focused Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q2 2016 and held it in 1 quarter.
  • Focused Wealth Management's iShare MSCI Eurozone ETF position peaked at $3K in Q2 2016.
  • 162 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2016.

Based on Focused Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.