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Lee, Danner & Bass’s iShare MSCI Eurozone ETF EZU Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-137
Closed -$6.47K – 370
2024
Q4 		$6.47K Buy
+137
New +$6.7K ﹤0.01% 572

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Lee, Danner & Bass's EZU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2025, closing a stake of 137 shares — an estimated $6.47K sold.

Lee, Danner & Bass first reported a position in EZU in Q4 2024 and held it in 1 quarter. The position peaked at $6.47K in Q4 2024. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShare MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 137 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $6.47K.
  • Lee, Danner & Bass first reported a position in iShare MSCI Eurozone ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShare MSCI Eurozone ETF position peaked at $6.47K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.