Realta Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Realta Investment Advisors’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 Q4	–	Sell	-301	Closed	-$13.8K	–	528
2023 Q3	$13.8K	Hold	301	–	–	﹤0.01%	651
2023 Q2	$13.8K	Buy	+301	New	+$13.7K	﹤0.01%	697
2020 Q1	–	Sell	-707	Closed	-$28K	–	655
2019 Q4	$28K	Sell	707 -100	-12%	-$4.05K	0.01%	821
2019 Q3	$32K	Sell	807 -300	-27%	-$11.6K	0.01%	786
2019 Q2	$44K	Hold	1,107	–	–	0.01%	704
2019 Q1	$43K	Buy	+1,107	New	+$41.6K	0.02%	575

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Realta Investment Advisors's EZU Position: Q4 2023 in Review

Realta Investment Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2023, closing a stake of 301 shares — an estimated $13.8K sold.

Realta Investment Advisors first reported a position in EZU in Q1 2019 and held it in 6 quarters. The position peaked at $44K in Q2 2019. 239 funds tracked by Wall St. Rank hold EZU as of Q4 2023.

Realta Investment Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
Realta Investment Advisors sold 301 iShare MSCI Eurozone ETF shares in Q4 2023, an estimated $13.8K.
Realta Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's iShare MSCI Eurozone ETF position peaked at $44K in Q2 2019.
239 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.