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Pathway Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-40
Closed -$2K – 180
2018
Q2 		$2K Hold
40
– – ﹤0.01% 397
2018
Q1 		$2K Hold
40
– – ﹤0.01% 418
2017
Q4 		$2K Buy
+40
New +$1.74K ﹤0.01% 431

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Pathway Financial Advisors's EZU Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2018, closing a stake of 40 shares — an estimated $2K sold.

Pathway Financial Advisors first reported a position in EZU in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 246 funds tracked by Wall St. Rank hold EZU as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 40 iShare MSCI Eurozone ETF shares in Q3 2018, an estimated $2K.
  • Pathway Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's iShare MSCI Eurozone ETF position peaked at $2K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.