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Investment Research & Advisory Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-884
Closed -$40.5K – 222
2023
Q2 		$40.5K Buy
+884
New +$40.3K 0.02% 108

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $295B AUM 31.6% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Investment Research & Advisory Group's EZU Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 884 shares — an estimated $40.5K sold.

Investment Research & Advisory Group first reported a position in EZU in Q2 2023 and held it in 1 quarter. The position peaked at $40.5K in Q2 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 884 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $40.5K.
  • Investment Research & Advisory Group first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShare MSCI Eurozone ETF position peaked at $40.5K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.