MCC
EZU icon

Money Concepts Capital’s iShare MSCI Eurozone ETF EZU Stock Holding History

Money Concepts Capital’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
2023
Q3 		– Sell
-44,292
Closed -$2.03M – 356
2023
Q2 		$2.03M Sell
44,292
-7,011
-14% -$319K 0.21% 126
2023
Q1 		$478K Buy
+51,303
New +$2.24M 0.03% 293

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's EZU Position: Q3 2023 in Review

Money Concepts Capital sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 44,292 shares — an estimated $2.03M sold.

Money Concepts Capital first reported a position in EZU in Q1 2023 and held it in 2 quarters. The position peaked at $2.03M in Q2 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

  • Money Concepts Capital reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Money Concepts Capital sold 44,292 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $2.03M.
  • Money Concepts Capital first reported a position in iShare MSCI Eurozone ETF in Q1 2023 and held it in 2 quarters.
  • Money Concepts Capital's iShare MSCI Eurozone ETF position peaked at $2.03M in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.