Independent Portfolio Consultants’s iShare MSCI Eurozone ETF EZU Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$948K	Buy	23,505 +19,020	+424%	+$760K	0.39%	56
2017 Q1	$169K	Sell	4,485 -675	-13%	-$24.2K	0.06%	355
2016 Q4	$179K	Buy	+5,160	New	+$174K	0.06%	337
2015 Q1	–	Sell	-36,027	Closed	-$1.31M	–	1007
2014 Q4	$1.31M	Buy	+36,027	New	+$1.34M	0.26%	130
2014 Q2	–	Sell	-114,041	Closed	-$4.82M	–	830
2014 Q1	$4.82M	Buy	+114,041	New	+$4.68M	1.53%	1

Other funds holding EZU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's EZU Position: Q2 2017 in Review

Independent Portfolio Consultants increased its iShare MSCI Eurozone ETF (EZU) stake by 424% in Q2 2017, buying an estimated $760K and bringing the position to 23,505 shares worth $948K. The position accounts for 0.39% of the portfolio, ranked #56.

Independent Portfolio Consultants first reported a position in EZU in Q1 2014 and has held it in 5 quarters since. The position peaked at $4.82M in Q1 2014. 233 funds tracked by Wall St. Rank hold EZU as of Q2 2017.

Independent Portfolio Consultants held 23,505 shares of iShare MSCI Eurozone ETF worth $948K as of Q2 2017.
Independent Portfolio Consultants bought 19,020 iShare MSCI Eurozone ETF shares in Q2 2017, an estimated $760K.
iShare MSCI Eurozone ETF made up 0.39% of Independent Portfolio Consultants's portfolio in Q2 2017, its #56 holding.
Independent Portfolio Consultants first reported a position in iShare MSCI Eurozone ETF in Q1 2014 and has held it in 5 quarters since.
Independent Portfolio Consultants's iShare MSCI Eurozone ETF position peaked at $4.82M in Q1 2014.
233 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.