IFG Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

IFG Advisory’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
2023 Q4	–	Sell	-24,169	Closed	-$1.02M	–	582
2023 Q3	$1.02M	Sell	24,169 -261	-1%	-$11.7K	0.09%	224
2023 Q2	$1.12M	Buy	+24,430	New	+$1.11M	0.1%	210

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IFG Advisory's EZU Position: Q4 2023 in Review

IFG Advisory sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2023, closing a stake of 24,169 shares — an estimated $1.02M sold.

IFG Advisory first reported a position in EZU in Q2 2023 and held it in 2 quarters. The position peaked at $1.12M in Q2 2023. 239 funds tracked by Wall St. Rank hold EZU as of Q4 2023.

IFG Advisory reported no remaining iShare MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
IFG Advisory sold 24,169 iShare MSCI Eurozone ETF shares in Q4 2023, an estimated $1.02M.
IFG Advisory first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and held it in 2 quarters.
IFG Advisory's iShare MSCI Eurozone ETF position peaked at $1.12M in Q2 2023.
239 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2023.

Based on IFG Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.