Modera Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Modera Wealth 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
2022 Q2	–	Sell	-8,455	Closed	-$366K	–	349
2022 Q1	$366K	Buy	+8,455	New	+$385K	0.02%	251
2014 Q1	–	Sell	-17,391	Closed	-$720K	–	72
2013 Q4	$720K	Buy	+17,391	New	+$688K	0.27%	36

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Modera Wealth Management's EZU Position: Q2 2022 in Review

Modera Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2022, closing a stake of 8,455 shares — an estimated $366K sold.

Modera Wealth Management first reported a position in EZU in Q4 2013 and held it in 2 quarters. The position peaked at $720K in Q4 2013. 185 funds tracked by Wall St. Rank hold EZU as of Q2 2022.

Modera Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q2 2022 after selling out during the quarter.
Modera Wealth Management sold 8,455 iShare MSCI Eurozone ETF shares in Q2 2022, an estimated $366K.
Modera Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2013 and held it in 2 quarters.
Modera Wealth Management's iShare MSCI Eurozone ETF position peaked at $720K in Q4 2013.
185 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2022.

Based on Modera Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.