Onyx Bridge Wealth Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Onyx Bridge Wealth Group’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	-4,493	Closed	-$206K	–	243
2023 Q2	$206K	Hold	4,493	–	–	0.05%	215
2023 Q1	$203K	Buy	+4,493	New	+$196K	0.08%	161
2022 Q3	–	Sell	-5,537	Closed	-$203K	–	184
2022 Q2	$203K	Sell	5,537 -198	-3%	-$7.93K	0.09%	140
2022 Q1	$229K	Buy	5,735 +198	+4%	+$9.01K	0.09%	128
2021 Q4	$274K	Buy	+5,537	New	+$273K	0.09%	125

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Onyx Bridge Wealth Group's EZU Position: Q3 2023 in Review

Onyx Bridge Wealth Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 4,493 shares — an estimated $206K sold.

Onyx Bridge Wealth Group first reported a position in EZU in Q4 2021 and held it in 5 quarters. The position peaked at $274K in Q4 2021. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

Onyx Bridge Wealth Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 4,493 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $206K.
Onyx Bridge Wealth Group first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and held it in 5 quarters.
Onyx Bridge Wealth Group's iShare MSCI Eurozone ETF position peaked at $274K in Q4 2021.
242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2023, filed 16 Oct 2023.