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

SFMG 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	-5,092	Closed	-$201K	–	158
2019 Q2	$201K	Buy	+5,092	New	+$201K	0.03%	143
2018 Q3	–	Sell	-8,105	Closed	-$332K	–	147
2018 Q2	$332K	Buy	+8,105	New	+$353K	0.05%	99

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

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

SFMG Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2019, closing a stake of 5,092 shares — an estimated $201K sold.

SFMG Wealth Advisors first reported a position in EZU in Q2 2018 and held it in 2 quarters. The position peaked at $332K in Q2 2018. 202 funds tracked by Wall St. Rank hold EZU as of Q3 2019.

SFMG Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
SFMG Wealth Advisors sold 5,092 iShare MSCI Eurozone ETF shares in Q3 2019, an estimated $201K.
SFMG Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and held it in 2 quarters.
SFMG Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $332K in Q2 2018.
202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2019.

Based on SFMG Wealth Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.