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Legacy Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Legacy Financial Advisors’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
2018
Q4 		– Sell
-7,931
Closed -$325K – 1002
2018
Q3 		$325K Hold
7,931
– – 0.12% 71
2018
Q2 		$333K Sell
7,931
-10,582
-57% -$461K 0.13% 67
2018
Q1 		$821K Sell
18,513
-4,024
-18% -$179K 0.33% 26
2017
Q4 		$977K Buy
+22,537
New +$979K 0.4% 23

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Legacy Financial Advisors's EZU Position: Q4 2018 in Review

Legacy Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 7,931 shares — an estimated $325K sold.

Legacy Financial Advisors first reported a position in EZU in Q4 2017 and held it in 4 quarters. The position peaked at $977K in Q4 2017. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

  • Legacy Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 7,931 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $325K.
  • Legacy Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's iShare MSCI Eurozone ETF position peaked at $977K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.