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Heritage Wealth Management (Arizona)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q3 		– Sell
-125
Closed -$4.54K – 1044
2022
Q2 		$4.54K Hold
125
– – ﹤0.01% 786
2022
Q1 		$5K Buy
+125
New +$5.69K ﹤0.01% 796

Other funds holding EZU

Northwestern Mutual Wealth Management
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EZU Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2022, closing a stake of 125 shares — an estimated $4.54K sold.

Heritage Wealth Management (Arizona) first reported a position in EZU in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 173 funds tracked by Wall St. Rank hold EZU as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining iShare MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 125 iShare MSCI Eurozone ETF shares in Q3 2022, an estimated $4.54K.
  • Heritage Wealth Management (Arizona) first reported a position in iShare MSCI Eurozone ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s iShare MSCI Eurozone ETF position peaked at $5K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.