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Portside Wealth Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Portside Wealth Group’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
2023
Q3 		– Sell
-4,643
Closed -$213K – 367
2023
Q2 		$213K Buy
+4,643
New +$212K 0.04% 314

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portside Wealth Group's EZU Position: Q3 2023 in Review

Portside Wealth Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 4,643 shares — an estimated $213K sold.

Portside Wealth Group first reported a position in EZU in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 242 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

  • Portside Wealth Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Portside Wealth Group sold 4,643 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $213K.
  • Portside Wealth Group first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and held it in 1 quarter.
  • Portside Wealth Group's iShare MSCI Eurozone ETF position peaked at $213K in Q2 2023.
  • 242 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Portside Wealth Group's 13F filing for Q3 2023, filed 27 Oct 2023.