Founders Financial Securities’s iShare MSCI Eurozone ETF EZU Stock Holding History

Founders Financial Securities’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 Q3	–	Sell	-79,196	Closed	-$3.63M	–	337
2023 Q2	$3.63M	Sell	79,196 -31,343	-28%	-$1.43M	0.48%	50
2023 Q1	$4.98M	Buy	+110,539	New	+$4.82M	0.72%	34
2021 Q4	–	Sell	-52,262	Closed	-$2.52M	–	266
2021 Q3	$2.52M	Buy	+52,262	New	+$2.61M	0.51%	43
2020 Q4	–	Sell	-96,511	Closed	-$3.66M	–	230
2020 Q3	$3.66M	Buy	96,511 +20,385	+27%	+$790K	1.17%	24
2020 Q2	$2.78M	Buy	+76,126	New	+$2.55M	0.9%	28
2020 Q1	–	Sell	-99,509	Closed	-$4.17M	–	132
2019 Q4	$4.17M	Buy	+99,509	New	+$4.03M	1.41%	22
2015 Q2	–	Sell	-101,672	Closed	-$3.92M	–	72
2015 Q1	$3.92M	Buy	+101,672	New	+$3.82M	2.03%	11

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Financial Securities's EZU Position: Q3 2023 in Review

Founders Financial Securities sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 79,196 shares — an estimated $3.63M sold.

Founders Financial Securities first reported a position in EZU in Q1 2015 and held it in 7 quarters. The position peaked at $4.98M in Q1 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

Founders Financial Securities reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
Founders Financial Securities sold 79,196 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $3.63M.
Founders Financial Securities first reported a position in iShare MSCI Eurozone ETF in Q1 2015 and held it in 7 quarters.
Founders Financial Securities's iShare MSCI Eurozone ETF position peaked at $4.98M in Q1 2023.
242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Founders Financial Securities's 13F filing for Q3 2023, filed 17 Oct 2023.