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Portfolio Strategies (Washington)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$114K Sell
2,530
-319
-11% -$13.9K 0.23% 24
2017
Q3 		$123K Sell
2,849
-331
-10% -$13.9K 0.2% 24
2017
Q2 		$128K Buy
+3,180
New +$127K 0.18% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Portfolio Strategies (Washington)'s EZU Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its iShare MSCI Eurozone ETF (EZU) stake by 11% in Q4 2017, selling an estimated $13.9K and leaving 2,530 shares worth $114K. The position accounts for 0.23% of the portfolio, ranked #24.

Portfolio Strategies (Washington) first reported a position in EZU in Q2 2017 and has held it in 3 quarters since. The position peaked at $128K in Q2 2017. 278 funds tracked by Wall St. Rank hold EZU as of Q4 2017.

  • Portfolio Strategies (Washington) held 2,530 shares of iShare MSCI Eurozone ETF worth $114K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 319 iShare MSCI Eurozone ETF shares in Q4 2017, an estimated $13.9K.
  • iShare MSCI Eurozone ETF made up 0.23% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #24 holding.
  • Portfolio Strategies (Washington) first reported a position in iShare MSCI Eurozone ETF in Q2 2017 and has held it in 3 quarters since.
  • Portfolio Strategies (Washington)'s iShare MSCI Eurozone ETF position peaked at $128K in Q2 2017.
  • 278 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.