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Morton Brown Family Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

Morton Brown Family Wealth’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
-52
Closed -$2.47K – 247
2023
Q4 		$2.47K Buy
+52
New +$2.29K ﹤0.01% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morton Brown Family Wealth's EZU Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2024, closing a stake of 52 shares — an estimated $2.47K sold.

Morton Brown Family Wealth first reported a position in EZU in Q4 2023 and held it in 1 quarter. The position peaked at $2.47K in Q4 2023. 236 funds tracked by Wall St. Rank hold EZU as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining iShare MSCI Eurozone ETF position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 52 iShare MSCI Eurozone ETF shares in Q1 2024, an estimated $2.47K.
  • Morton Brown Family Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's iShare MSCI Eurozone ETF position peaked at $2.47K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.