Lake Street Advisors Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Lake Street Advisors 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
2022 Q2	–	Sell	-10,103	Closed	-$437K	–	324
2022 Q1	$437K	Hold	10,103	–	–	0.03%	177
2021 Q4	$495K	Hold	10,103	–	–	0.03%	172
2021 Q3	$486K	Buy	+10,103	New	+$505K	0.05%	130
2018 Q4	–	Sell	-7,009	Closed	-$287K	–	206
2018 Q3	$287K	Hold	7,009	–	–	0.03%	142
2018 Q2	$287K	Buy	+7,009	New	+$306K	0.03%	232
2018 Q1	–	Sell	-29,861	Closed	-$1.29M	–	332
2017 Q4	$1.29M	Buy	+29,861	New	+$1.3M	0.15%	55

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lake Street Advisors Group's EZU Position: Q2 2022 in Review

Lake Street Advisors Group sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2022, closing a stake of 10,103 shares — an estimated $437K sold.

Lake Street Advisors Group first reported a position in EZU in Q4 2017 and held it in 6 quarters. The position peaked at $1.29M in Q4 2017. 185 funds tracked by Wall St. Rank hold EZU as of Q2 2022.

Lake Street Advisors Group reported no remaining iShare MSCI Eurozone ETF position as of Q2 2022 after selling out during the quarter.
Lake Street Advisors Group sold 10,103 iShare MSCI Eurozone ETF shares in Q2 2022, an estimated $437K.
Lake Street Advisors Group first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 6 quarters.
Lake Street Advisors Group's iShare MSCI Eurozone ETF position peaked at $1.29M in Q4 2017.
185 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2022.

Based on Lake Street Advisors Group's 13F filing for Q2 2022, filed 2 Aug 2022.