NewEdge Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

NewEdge 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
2022 Q2	–	Sell	-36,241	Closed	-$1.57M	–	559
2022 Q1	$1.57M	Buy	36,241 +529	+1%	+$24.1K	0.07%	182
2021 Q4	$1.75M	Buy	35,712 +7,536	+27%	+$371K	0.07%	181
2021 Q3	$1.36M	Buy	28,176 +3,777	+15%	+$189K	0.08%	157
2021 Q2	$1.2M	Buy	24,399 +3,149	+15%	+$156K	0.09%	163
2021 Q1	$987K	Buy	21,250 +14,669	+223%	+$666K	0.1%	159
2020 Q4	$290K	Buy	+6,581	New	+$272K	0.09%	126

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Wealth's EZU Position: Q2 2022 in Review

NewEdge Wealth sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2022, closing a stake of 36,241 shares — an estimated $1.57M sold.

NewEdge Wealth first reported a position in EZU in Q4 2020 and held it in 6 quarters. The position peaked at $1.75M in Q4 2021. 185 funds tracked by Wall St. Rank hold EZU as of Q2 2022.

NewEdge Wealth reported no remaining iShare MSCI Eurozone ETF position as of Q2 2022 after selling out during the quarter.
NewEdge Wealth sold 36,241 iShare MSCI Eurozone ETF shares in Q2 2022, an estimated $1.57M.
NewEdge Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2020 and held it in 6 quarters.
NewEdge Wealth's iShare MSCI Eurozone ETF position peaked at $1.75M in Q4 2021.
185 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2022.

Based on NewEdge Wealth's 13F filing for Q2 2022, filed 9 Aug 2022.