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HM Payson & Co’s iShare MSCI Eurozone ETF EZU Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-63
Closed -$3K – 1101
2021
Q3 		$3K Hold
63
– – ﹤0.01% 946
2021
Q2 		$3K Buy
+63
New +$3.12K ﹤0.01% 943

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HM Payson & Co's EZU Position: Q4 2021 in Review

HM Payson & Co sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2021, closing a stake of 63 shares — an estimated $3K sold.

HM Payson & Co first reported a position in EZU in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 223 funds tracked by Wall St. Rank hold EZU as of Q4 2021.

  • HM Payson & Co reported no remaining iShare MSCI Eurozone ETF position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 63 iShare MSCI Eurozone ETF shares in Q4 2021, an estimated $3K.
  • HM Payson & Co first reported a position in iShare MSCI Eurozone ETF in Q2 2021 and held it in 2 quarters.
  • HM Payson & Co's iShare MSCI Eurozone ETF position peaked at $3K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.