Harbor Advisory Corp’s iShare MSCI Eurozone ETF EZU Stock Holding History

Harbor Advisory Corp’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
2020 Q1	–	Sell	-14,000	Closed	-$587K	–	35
2019 Q4	$587K	Buy	14,000 +2,500	+22%	+$101K	0.49%	30
2019 Q3	$447K	Hold	11,500	–	–	0.39%	34
2019 Q2	$455K	Hold	11,500	–	–	0.4%	33
2019 Q1	$444K	Hold	11,500	–	–	0.4%	33
2018 Q4	$403K	Hold	11,500	–	–	0.4%	34
2018 Q3	$472K	Hold	11,500	–	–	0.41%	35
2018 Q2	$472K	Hold	11,500	–	–	0.42%	35
2018 Q1	$499K	Hold	11,500	–	–	0.46%	33
2017 Q4	$499K	Buy	+11,500	New	+$500K	0.48%	36

Other funds holding EZU

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1CP

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Advisory Corp's EZU Position: Q1 2020 in Review

Harbor Advisory Corp sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2020, closing a stake of 14,000 shares — an estimated $587K sold.

Harbor Advisory Corp first reported a position in EZU in Q4 2017 and held it in 9 quarters. The position peaked at $587K in Q4 2019. 175 funds tracked by Wall St. Rank hold EZU as of Q1 2020.

Harbor Advisory Corp reported no remaining iShare MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
Harbor Advisory Corp sold 14,000 iShare MSCI Eurozone ETF shares in Q1 2020, an estimated $587K.
Harbor Advisory Corp first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 9 quarters.
Harbor Advisory Corp's iShare MSCI Eurozone ETF position peaked at $587K in Q4 2019.
175 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2020.

Based on Harbor Advisory Corp's 13F filing for Q1 2020, filed 28 Apr 2020.