Juncture Wealth Strategies’s iShare MSCI Eurozone ETF EZU Stock Holding History

Juncture Wealth Strategies’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
2016 Q4	–	Sell	-72,798	Closed	-$2.51M	–	82
2016 Q3	$2.51M	Sell	72,798 -7,141	-9%	-$241K	1.69%	21
2016 Q2	$2.58M	Buy	79,939 +3,937	+5%	+$135K	1.84%	17
2016 Q1	$2.61M	Buy	76,002 +7,615	+11%	+$251K	1.93%	18
2015 Q4	$2.4M	Buy	68,387 +3,215	+5%	+$116K	1.79%	17
2015 Q3	$2.24M	Buy	65,172 +25,078	+63%	+$928K	1.81%	16
2015 Q2	$1.5M	Buy	40,094 +2,044	+5%	+$80.7K	1.23%	21
2015 Q1	$1.47M	Sell	38,050 -14,840	-28%	-$557K	1.21%	21
2014 Q4	$1.92M	Buy	+52,890	New	+$1.97M	0.92%	26

Other funds holding EZU

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Juncture Wealth Strategies's EZU Position: Q4 2016 in Review

Juncture Wealth Strategies sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2016, closing a stake of 72,798 shares — an estimated $2.51M sold.

Juncture Wealth Strategies first reported a position in EZU in Q4 2014 and held it in 8 quarters. The position peaked at $2.61M in Q1 2016. 159 funds tracked by Wall St. Rank hold EZU as of Q4 2016.

Juncture Wealth Strategies reported no remaining iShare MSCI Eurozone ETF position as of Q4 2016 after selling out during the quarter.
Juncture Wealth Strategies sold 72,798 iShare MSCI Eurozone ETF shares in Q4 2016, an estimated $2.51M.
Juncture Wealth Strategies first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and held it in 8 quarters.
Juncture Wealth Strategies's iShare MSCI Eurozone ETF position peaked at $2.61M in Q1 2016.
159 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2016.

Based on Juncture Wealth Strategies's 13F filing for Q4 2016, filed 17 Jan 2017.