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Householder Group Estate & Retirement Specialist’s iShare MSCI Eurozone ETF EZU Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-85
Closed -$2K – 554
2022
Q3 		$2K Buy
+85
New +$3.06K ﹤0.01% 954

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 $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Householder Group Estate & Retirement Specialist's EZU Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2022, closing a stake of 85 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in EZU in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 193 funds tracked by Wall St. Rank hold EZU as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShare MSCI Eurozone ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 85 iShare MSCI Eurozone ETF shares in Q4 2022, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShare MSCI Eurozone ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShare MSCI Eurozone ETF position peaked at $2K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.