LM Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

LM 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
2024 Q1	–	Sell	-170	Closed	-$8.06K	–	380
2023 Q4	$8.06K	Buy	+170	New	+$7.48K	﹤0.01%	548

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

LM Advisors's EZU Position: Q1 2024 in Review

LM Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2024, closing a stake of 170 shares — an estimated $8.06K sold.

LM Advisors first reported a position in EZU in Q4 2023 and held it in 1 quarter. The position peaked at $8.06K in Q4 2023. 236 funds tracked by Wall St. Rank hold EZU as of Q1 2024.

LM Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 170 iShare MSCI Eurozone ETF shares in Q1 2024, an estimated $8.06K.
LM Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's iShare MSCI Eurozone ETF position peaked at $8.06K in Q4 2023.
236 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.