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

Institute for 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
2020
Q1 		– Sell
-1,351
Closed -$57K – 476
2019
Q4 		$57K Buy
+1,351
New +$54.7K 0.01% 511

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's EZU Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2020, closing a stake of 1,351 shares — an estimated $57K sold.

Institute for Wealth Management first reported a position in EZU in Q4 2019 and held it in 1 quarter. The position peaked at $57K in Q4 2019. 175 funds tracked by Wall St. Rank hold EZU as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,351 iShare MSCI Eurozone ETF shares in Q1 2020, an estimated $57K.
  • Institute for Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShare MSCI Eurozone ETF position peaked at $57K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.