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JOYN Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

JOYN 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
2015
Q4 		– Sell
-7,302
Closed -$251K – 25
2015
Q3 		$251K Sell
7,302
-530
-7% -$19.6K 0.1% 24
2015
Q2 		$294K Hold
7,832
– – 0.12% 21
2015
Q1 		$302K Sell
7,832
-185
-2% -$6.95K 0.12% 22
2014
Q4 		$291K Buy
+8,017
New +$298K 0.12% 24

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JOYN Advisors's EZU Position: Q4 2015 in Review

JOYN Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2015, closing a stake of 7,302 shares — an estimated $251K sold.

JOYN Advisors first reported a position in EZU in Q4 2014 and held it in 4 quarters. The position peaked at $302K in Q1 2015. 177 funds tracked by Wall St. Rank hold EZU as of Q4 2015.

  • JOYN Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2015 after selling out during the quarter.
  • JOYN Advisors sold 7,302 iShare MSCI Eurozone ETF shares in Q4 2015, an estimated $251K.
  • JOYN Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and held it in 4 quarters.
  • JOYN Advisors's iShare MSCI Eurozone ETF position peaked at $302K in Q1 2015.
  • 177 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2015.

Based on JOYN Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.