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Personal CFO Solutions’s iShare MSCI Eurozone ETF EZU Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-10,511
Closed -$383K – 206
2020
Q2 		$383K Sell
10,511
-1,143
-10% -$38.2K 0.11% 170
2020
Q1 		$354K Sell
11,654
-1,565
-12% -$59.2K 0.13% 149
2019
Q4 		$554K Buy
13,219
+2,414
+22% +$97.7K 0.16% 137
2019
Q3 		$418K Buy
+10,805
New +$417K 0.17% 162

Other funds holding EZU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Personal CFO Solutions's EZU Position: Q3 2020 in Review

Personal CFO Solutions sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2020, closing a stake of 10,511 shares — an estimated $383K sold.

Personal CFO Solutions first reported a position in EZU in Q3 2019 and held it in 4 quarters. The position peaked at $554K in Q4 2019. 176 funds tracked by Wall St. Rank hold EZU as of Q3 2020.

  • Personal CFO Solutions reported no remaining iShare MSCI Eurozone ETF position as of Q3 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 10,511 iShare MSCI Eurozone ETF shares in Q3 2020, an estimated $383K.
  • Personal CFO Solutions first reported a position in iShare MSCI Eurozone ETF in Q3 2019 and held it in 4 quarters.
  • Personal CFO Solutions's iShare MSCI Eurozone ETF position peaked at $554K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2020.

Based on Personal CFO Solutions's 13F filing for Q3 2020, filed 2 Nov 2020.