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POM Investment Strategies’s iShare MSCI Eurozone ETF EZU Stock Holding History

POM Investment Strategies’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
Q3 		– Sell
-350
Closed -$17.1K – 335
2024
Q2 		$17.1K Buy
350
+153
+78% +$7.73K 0.01% 142
2024
Q1 		$10.1K Hold
197
– – 0.01% 117
2023
Q4 		$9.35K Buy
+197
New +$8.67K 0.01% 111

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $336B AUM 34.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

POM Investment Strategies's EZU Position: Q3 2024 in Review

POM Investment Strategies sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2024, closing a stake of 350 shares — an estimated $17.1K sold.

POM Investment Strategies first reported a position in EZU in Q4 2023 and held it in 3 quarters. The position peaked at $17.1K in Q2 2024. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • POM Investment Strategies reported no remaining iShare MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • POM Investment Strategies sold 350 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $17.1K.
  • POM Investment Strategies first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 3 quarters.
  • POM Investment Strategies's iShare MSCI Eurozone ETF position peaked at $17.1K in Q2 2024.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on POM Investment Strategies's 13F filing for Q3 2024, filed 18 Oct 2024.