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

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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Selective Wealth Management's EZU Position: Q4 2022 in Review

Selective Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2022, closing a stake of 24 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in EZU in Q3 2018 and held it in 16 quarters. The position peaked at $246K in Q2 2021. 193 funds tracked by Wall St. Rank hold EZU as of Q4 2022.

Selective Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 24 iShare MSCI Eurozone ETF shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q3 2018 and held it in 16 quarters.
Selective Wealth Management's iShare MSCI Eurozone ETF position peaked at $246K in Q2 2021.
193 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.