Glassman Wealth Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Glassman Wealth Services’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 Q2	–	Sell	-149	Closed	-$6.72K	–	1941
2023 Q1	$6.72K	Buy	+149	New	+$6.5K	﹤0.01%	916
2021 Q4	–	Sell	-32	Closed	-$2K	–	1711
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	1161
2021 Q2	$2K	Hold	32	–	–	﹤0.01%	1139
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1240
2020 Q4	$1K	Buy	32 +2	+7%	+$83	﹤0.01%	1201
2020 Q3	$1K	Buy	+30	New	+$1.16K	﹤0.01%	1144
2019 Q3	–	Sell	-1,726	Closed	-$68K	–	1135
2019 Q2	$68K	Buy	+1,726	New	+$68K	0.03%	204

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Glassman Wealth Services's EZU Position: Q2 2023 in Review

Glassman Wealth Services sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2023, closing a stake of 149 shares — an estimated $6.72K sold.

Glassman Wealth Services first reported a position in EZU in Q2 2019 and held it in 7 quarters. The position peaked at $68K in Q2 2019. 270 funds tracked by Wall St. Rank hold EZU as of Q2 2023.

Glassman Wealth Services reported no remaining iShare MSCI Eurozone ETF position as of Q2 2023 after selling out during the quarter.
Glassman Wealth Services sold 149 iShare MSCI Eurozone ETF shares in Q2 2023, an estimated $6.72K.
Glassman Wealth Services first reported a position in iShare MSCI Eurozone ETF in Q2 2019 and held it in 7 quarters.
Glassman Wealth Services's iShare MSCI Eurozone ETF position peaked at $68K in Q2 2019.
270 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.