Forthright Family Wealth Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
7,698
-1,569
| -17% | -$93.3K | 0.29% | 34 |
|
|
2025
Q1 | $493K | Hold |
9,267
| – | – | 0.33% | 34 |
|
|
2024
Q4 | $437K | Hold |
9,267
| – | – | 0.28% | 38 |
|
|
2024
Q3 | $456K | Buy |
9,267
+1,384
| +18% | +$68.2K | 0.29% | 38 |
|
|
2024
Q2 | $385K | Hold |
7,883
| – | – | 0.25% | 47 |
|
|
2024
Q1 | $403K | Buy |
+7,883
| New | +$403K | 0.27% | 46 |
|