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Lakewood Asset Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-1,393
Closed -$55K – 170
2022
Q4 		$55K Buy
+1,393
New +$52K 0.04% 170

Other funds holding EZU

Northwestern Mutual Wealth Management
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Congress Wealth Management
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Lakewood Asset Management's EZU Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2023, closing a stake of 1,393 shares — an estimated $55K sold.

Lakewood Asset Management first reported a position in EZU in Q4 2022 and held it in 1 quarter. The position peaked at $55K in Q4 2022. 245 funds tracked by Wall St. Rank hold EZU as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,393 iShare MSCI Eurozone ETF shares in Q1 2023, an estimated $55K.
  • Lakewood Asset Management first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShare MSCI Eurozone ETF position peaked at $55K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.