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Lowe Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Lowe Wealth 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
2017
Q1 		– Sell
-92
Closed -$3K – 227
2016
Q4 		$3K Hold
92
– – ﹤0.01% 182
2016
Q3 		$3K Hold
92
– – ﹤0.01% 184
2016
Q2 		$3K Buy
+92
New +$3.15K ﹤0.01% 178

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lowe Wealth Advisors's EZU Position: Q1 2017 in Review

Lowe Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2017, closing a stake of 92 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in EZU in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q4 2016. 174 funds tracked by Wall St. Rank hold EZU as of Q1 2017.

  • Lowe Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2017 after selling out during the quarter.
  • Lowe Wealth Advisors sold 92 iShare MSCI Eurozone ETF shares in Q1 2017, an estimated $3K.
  • Lowe Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2016 and held it in 3 quarters.
  • Lowe Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $3K in Q4 2016.
  • 174 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2017.

Based on Lowe Wealth Advisors's 13F filing for Q1 2017, filed 5 Apr 2017.