GW & Wade’s iShare MSCI Eurozone ETF EZU Stock Holding History

GW & Wade’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
2021 Q2	–	Sell	-8,766	Closed	-$407K	–	386
2021 Q1	$407K	Buy	+8,766	New	+$398K	0.02%	247

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

GW & Wade's EZU Position: Q2 2021 in Review

GW & Wade sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2021, closing a stake of 8,766 shares — an estimated $407K sold.

GW & Wade first reported a position in EZU in Q1 2021 and held it in 1 quarter. The position peaked at $407K in Q1 2021. 202 funds tracked by Wall St. Rank hold EZU as of Q2 2021.

GW & Wade reported no remaining iShare MSCI Eurozone ETF position as of Q2 2021 after selling out during the quarter.
GW & Wade sold 8,766 iShare MSCI Eurozone ETF shares in Q2 2021, an estimated $407K.
GW & Wade first reported a position in iShare MSCI Eurozone ETF in Q1 2021 and held it in 1 quarter.
GW & Wade's iShare MSCI Eurozone ETF position peaked at $407K in Q1 2021.
202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2021.

Based on GW & Wade's 13F filing for Q2 2021, filed 12 Aug 2021.