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Gerber Kawasaki Wealth & Investment Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2018
Q4 		– Sell
-7,487
Closed -$307K – 119
2018
Q3 		$307K Sell
7,487
-7,145
-49% -$296K 0.08% 92
2018
Q2 		$596K Sell
14,632
-940
-6% -$41K 0.18% 59
2018
Q1 		$675K Buy
+15,572
New +$693K 0.22% 59

Other funds holding EZU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $179B AUM 65.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EZU Position: Q4 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 7,487 shares — an estimated $307K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EZU in Q1 2018 and held it in 3 quarters. The position peaked at $675K in Q1 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7,487 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $307K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's iShare MSCI Eurozone ETF position peaked at $675K in Q1 2018.
  • 229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.