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Phillips Financial Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Phillips Financial Management’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
2024
Q4 		– Sell
-288
Closed -$15K – 266
2024
Q3 		$15K Hold
288
– – ﹤0.01% 249
2024
Q2 		$14.1K Buy
+288
New +$14.6K ﹤0.01% 244
2024
Q1 		– Sell
-1
Closed -$47 – 265
2023
Q4 		$47 Buy
+1
New +$44 ﹤0.01% 252

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Phillips Financial Management's EZU Position: Q4 2024 in Review

Phillips Financial Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2024, closing a stake of 288 shares — an estimated $15K sold.

Phillips Financial Management first reported a position in EZU in Q4 2023 and held it in 3 quarters. The position peaked at $15K in Q3 2024. 251 funds tracked by Wall St. Rank hold EZU as of Q4 2024.

  • Phillips Financial Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 288 iShare MSCI Eurozone ETF shares in Q4 2024, an estimated $15K.
  • Phillips Financial Management first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 3 quarters.
  • Phillips Financial Management's iShare MSCI Eurozone ETF position peaked at $15K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.