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River Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

River Wealth 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
2018
Q3 		– Sell
-244
Closed -$10K – 582
2018
Q2 		$10K Buy
+244
New +$10.6K ﹤0.01% 443

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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

River Wealth Advisors's EZU Position: Q3 2018 in Review

River Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2018, closing a stake of 244 shares — an estimated $10K sold.

River Wealth Advisors first reported a position in EZU in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 246 funds tracked by Wall St. Rank hold EZU as of Q3 2018.

  • River Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
  • River Wealth Advisors sold 244 iShare MSCI Eurozone ETF shares in Q3 2018, an estimated $10K.
  • River Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and held it in 1 quarter.
  • River Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $10K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2018.

Based on River Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.