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Simplicity Solutions’s iShare MSCI Eurozone ETF EZU Stock Holding History

Simplicity Solutions’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
2023
Q3 		– Sell
-4,719
Closed -$216K – 1027
2023
Q2 		$216K Sell
4,719
-2,336
-33% -$106K 0.01% 946
2023
Q1 		$318K Buy
+7,055
New +$308K 0.01% 826

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplicity Solutions's EZU Position: Q3 2023 in Review

Simplicity Solutions sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 4,719 shares — an estimated $216K sold.

Simplicity Solutions first reported a position in EZU in Q1 2023 and held it in 2 quarters. The position peaked at $318K in Q1 2023. 241 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

  • Simplicity Solutions reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 4,719 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $216K.
  • Simplicity Solutions first reported a position in iShare MSCI Eurozone ETF in Q1 2023 and held it in 2 quarters.
  • Simplicity Solutions's iShare MSCI Eurozone ETF position peaked at $318K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.