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

Ropes 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
2019 Q3	–	Sell	-447	Closed	-$18K	–	564
2019 Q2	$18K	Buy	447 +163	+57%	+$6.42K	﹤0.01%	444
2019 Q1	$11K	Buy	+284	New	+$10.7K	﹤0.01%	444
2018 Q2	–	Sell	-51	Closed	-$2K	–	572
2018 Q1	$2K	Buy	+51	New	+$2.27K	﹤0.01%	536

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's EZU Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2019, closing a stake of 447 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in EZU in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q2 2019. 202 funds tracked by Wall St. Rank hold EZU as of Q3 2019.

Ropes Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 447 iShare MSCI Eurozone ETF shares in Q3 2019, an estimated $18K.
Ropes Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
Ropes Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $18K in Q2 2019.
202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.