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JFS Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

JFS Wealth Advisors’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
2024
Q1 		– Sell
-6
Closed -$285 – 2011
2023
Q4 		$285 Buy
+6
New +$264 ﹤0.01% 1861
2020
Q4 		– Sell
-184
Closed -$7K – 593
2020
Q3 		$7K Buy
+184
New +$7.13K ﹤0.01% 419
2018
Q4 		– Sell
-284
Closed -$12K – 484
2018
Q3 		$12K Buy
+284
New +$11.8K ﹤0.01% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's EZU Position: Q1 2024 in Review

JFS Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2024, closing a stake of 6 shares — an estimated $285 sold.

JFS Wealth Advisors first reported a position in EZU in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 236 funds tracked by Wall St. Rank hold EZU as of Q1 2024.

  • JFS Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 iShare MSCI Eurozone ETF shares in Q1 2024, an estimated $285.
  • JFS Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2018 and held it in 3 quarters.
  • JFS Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $12K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.