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SWM
Selective Wealth Management’s
iShare MSCI Eurozone ETF
EZU
Stock Holding History
Selective Wealth Management’s Portfolio
EZU Stock Details
EZU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-24
Closed
-$1K
–
310
2022
Q3
$1K
Hold
24
–
–
﹤0.01%
717
2022
Q2
$1K
Sell
24
-4,980
-100%
-$199K
﹤0.01%
714
2022
Q1
$217K
Hold
5,004
–
–
0.08%
125
2021
Q4
$245K
Buy
5,004
+24
+0.5%
+$1.18K
0.1%
105
2021
Q3
$240K
Hold
4,980
–
–
0.13%
89
2021
Q2
$246K
Hold
4,980
–
–
0.2%
59
2021
Q1
$231K
Hold
4,980
–
–
0.21%
52
2020
Q4
$220K
Hold
4,980
–
–
0.14%
56
2020
Q3
$189K
Hold
4,980
–
–
0.15%
50
2020
Q2
$182K
Hold
4,980
–
–
0.15%
51
2020
Q1
$152K
Hold
4,980
–
–
0.24%
28
2019
Q4
$209K
Hold
4,980
–
–
0.25%
25
2019
Q3
$194K
Sell
4,980
-341
-6%
-$13.2K
0.27%
32
2019
Q2
$210K
Hold
5,321
–
–
0.34%
36
2019
Q1
$205K
Buy
+5,321
New
+$200K
0.25%
25
2018
Q3
$218K
Buy
+5,321
New
+$221K
2.61%
11
Other funds holding EZU
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
1CP
1607 Capital Partners
Richmond, Virginia
$1.39B AUM
8.35%
1-Year Est. Return
CWM
Congress Wealth Management
Boston, Massachusetts
$10.3B AUM
16.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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