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Rockingstone Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Rockingstone 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
2024
Q4 		– Sell
-9,000
Closed -$470K – 105
2024
Q3 		$470K Hold
9,000
– – 0.23% 84
2024
Q2 		$439K Hold
9,000
– – 0.23% 86
2024
Q1 		$460K Hold
9,000
– – 0.24% 87
2023
Q4 		$427K Hold
9,000
– – 0.24% 86
2023
Q3 		$380K Hold
9,000
– – 0.21% 92
2023
Q2 		$412K Hold
9,000
– – 0.23% 87
2023
Q1 		$406K Buy
9,000
+1,200
+15% +$52.4K 0.25% 85
2022
Q4 		$308K Buy
+7,800
New +$291K 0.23% 89

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $123B AUM 34.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Rockingstone Advisors's EZU Position: Q4 2024 in Review

Rockingstone Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2024, closing a stake of 9,000 shares — an estimated $470K sold.

Rockingstone Advisors first reported a position in EZU in Q4 2022 and held it in 8 quarters. The position peaked at $470K in Q3 2024. 251 funds tracked by Wall St. Rank hold EZU as of Q4 2024.

  • Rockingstone Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • Rockingstone Advisors sold 9,000 iShare MSCI Eurozone ETF shares in Q4 2024, an estimated $470K.
  • Rockingstone Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and held it in 8 quarters.
  • Rockingstone Advisors's iShare MSCI Eurozone ETF position peaked at $470K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2024.

Based on Rockingstone Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.