IHT Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

IHT Wealth Management’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
2018 Q4	–	Sell	-6,225	Closed	-$255K	–	488
2018 Q3	$255K	Sell	6,225 -970	-13%	-$40.2K	0.06%	355
2018 Q2	$295K	Buy	7,195 +4,245	+144%	+$185K	0.08%	306
2018 Q1	$126K	Sell	2,950 -138	-4%	-$6.14K	0.03%	431
2017 Q4	$138K	Buy	3,088 +1,508	+95%	+$65.5K	0.04%	422
2017 Q3	$68K	Hold	1,580	–	–	0.03%	435
2017 Q2	$91	Buy	1,580 +825	+109%	+$33K	0.04%	356
2017 Q1	$28K	Hold	755	–	–	0.02%	558
2016 Q4	$26K	Buy	+755	New	+$25.5K	0.02%	551

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

1CP

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

IHT Wealth Management's EZU Position: Q4 2018 in Review

IHT Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 6,225 shares — an estimated $255K sold.

IHT Wealth Management first reported a position in EZU in Q4 2016 and held it in 8 quarters. The position peaked at $295K in Q2 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

IHT Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
IHT Wealth Management sold 6,225 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $255K.
IHT Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2016 and held it in 8 quarters.
IHT Wealth Management's iShare MSCI Eurozone ETF position peaked at $295K in Q2 2018.
229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.