Gradient Investments’s iShare MSCI Eurozone ETF EZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-104
| Closed | -$4.93K | – | 1420 |
|
|
2023
Q4 | $4.93K | Hold |
104
| – | – | ﹤0.01% | 997 |
|
|
2023
Q3 | $4.39K | Hold |
104
| – | – | ﹤0.01% | 981 |
|
|
2023
Q2 | $4.76K | Hold |
104
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $4.69K | Sell |
104
-315
| -75% | -$13.7K | ﹤0.01% | 964 |
|
|
2022
Q4 | $16.5K | Buy |
419
+315
| +303% | +$11.8K | ﹤0.01% | 725 |
|
|
2022
Q3 | $3K | Buy |
+104
| New | +$3.74K | ﹤0.01% | 1053 |
|
|
2022
Q2 | – | Sell |
-88
| Closed | -$4K | – | 1260 |
|
|
2022
Q1 | $4K | Buy |
88
+70
| +389% | +$3.19K | ﹤0.01% | 921 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1043 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 993 |
|
|
2019
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 940 |
|
|
2019
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 789 |
|
|
2018
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 862 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 901 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 893 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 898 |
|
|
2017
Q4 | $1K | Buy |
+18
| New | +$782 | ﹤0.01% | 893 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$1K | – | 382 |
|
|
2017
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 727 |
|
|
2017
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 712 |
|
|
2016
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 668 |
|
|
2016
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $1K | Buy |
+18
| New | +$616 | ﹤0.01% | 649 |
|
|
2015
Q2 | – | Sell |
-23
| Closed | -$1K | – | 649 |
|
|
2015
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 578 |
|
|
2014
Q4 | $1K | Buy |
+23
| New | +$855 | ﹤0.01% | 520 |
|
Other funds holding EZU
PPFA
Gradient Investments's EZU Position: Q1 2024 in Review
Gradient Investments sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2024, closing a stake of 104 shares — an estimated $4.93K sold.
Gradient Investments first reported a position in EZU in Q4 2014 and held it in 31 quarters. The position peaked at $16.5K in Q4 2022. 236 funds tracked by Wall St. Rank hold EZU as of Q1 2024.
- Gradient Investments reported no remaining iShare MSCI Eurozone ETF position as of Q1 2024 after selling out during the quarter.
- Gradient Investments sold 104 iShare MSCI Eurozone ETF shares in Q1 2024, an estimated $4.93K.
- Gradient Investments first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and held it in 31 quarters.
- Gradient Investments's iShare MSCI Eurozone ETF position peaked at $16.5K in Q4 2022.
- 236 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2024.
Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.