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EZU icon

Glovista Investments’s iShare MSCI Eurozone ETF EZU Stock Holding History

Glovista Investments’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
Q1 		– Sell
-18,749
Closed -$740K – 44
2022
Q4 		$740K Buy
+18,749
New +$700K 0.37% 34
2017
Q4 		– Sell
-262,159
Closed -$11.4M – 106
2017
Q3 		$11.4M Buy
262,159
+247,372
+1,673% +$10.4M 2.17% 13
2017
Q2 		$593K Buy
+14,787
New +$591K 0.13% 73

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Glovista Investments's EZU Position: Q1 2023 in Review

Glovista Investments sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2023, closing a stake of 18,749 shares — an estimated $740K sold.

Glovista Investments first reported a position in EZU in Q2 2017 and held it in 3 quarters. The position peaked at $11.4M in Q3 2017. 245 funds tracked by Wall St. Rank hold EZU as of Q1 2023.

  • Glovista Investments reported no remaining iShare MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
  • Glovista Investments sold 18,749 iShare MSCI Eurozone ETF shares in Q1 2023, an estimated $740K.
  • Glovista Investments first reported a position in iShare MSCI Eurozone ETF in Q2 2017 and held it in 3 quarters.
  • Glovista Investments's iShare MSCI Eurozone ETF position peaked at $11.4M in Q3 2017.
  • 245 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.