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

Keebeck 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
Q3 		– Sell
-135
Closed -$4K – 248
2020
Q2 		$4K Buy
+135
New +$4.52K ﹤0.01% 342
2020
Q1 		– Sell
-2,495
Closed -$104K – 212
2019
Q4 		$104K Buy
+2,495
New +$101K 0.03% 185

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Keebeck Wealth Management's EZU Position: Q3 2020 in Review

Keebeck Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2020, closing a stake of 135 shares — an estimated $4K sold.

Keebeck Wealth Management first reported a position in EZU in Q4 2019 and held it in 2 quarters. The position peaked at $104K in Q4 2019. 176 funds tracked by Wall St. Rank hold EZU as of Q3 2020.

  • Keebeck Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 135 iShare MSCI Eurozone ETF shares in Q3 2020, an estimated $4K.
  • Keebeck Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's iShare MSCI Eurozone ETF position peaked at $104K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.