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Optimum Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Optimum Investment Advisors’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
2020
Q1 		– Sell
-240
Closed -$10K – 892
2019
Q4 		$10K Hold
240
– – ﹤0.01% 770
2019
Q3 		$9K Hold
240
– – ﹤0.01% 812
2019
Q2 		$9K Hold
240
– – ﹤0.01% 795
2019
Q1 		$9K Sell
240
-543
-69% -$20.4K ﹤0.01% 824
2018
Q4 		$27K Hold
783
– – 0.01% 593
2018
Q3 		$32K Hold
783
– – 0.01% 634
2018
Q2 		$32K Hold
783
– – 0.01% 625
2018
Q1 		$34K Buy
+783
New +$34.8K 0.01% 600

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's EZU Position: Q1 2020 in Review

Optimum Investment Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2020, closing a stake of 240 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in EZU in Q1 2018 and held it in 8 quarters. The position peaked at $34K in Q1 2018. 175 funds tracked by Wall St. Rank hold EZU as of Q1 2020.

  • Optimum Investment Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 240 iShare MSCI Eurozone ETF shares in Q1 2020, an estimated $10K.
  • Optimum Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's iShare MSCI Eurozone ETF position peaked at $34K in Q1 2018.
  • 175 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.