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Sowell Financial Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-150
Closed -$7K – 1218
2021
Q1 		$7K Buy
150
+50
+50% +$2.27K ﹤0.01% 2450
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2326
2020
Q3 		$4K Buy
+100
New +$3.87K ﹤0.01% 2046
2020
Q1 		– Sell
-20,543
Closed -$861K – 2498
2019
Q4 		$861K Buy
20,543
+13,280
+183% +$537K 0.07% 304
2019
Q3 		$282K Buy
+7,263
New +$280K 0.02% 554
2019
Q1 		– Sell
-7,721
Closed -$271K – 578
2018
Q4 		$271K Buy
+7,721
New +$288K 0.04% 404

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Sowell Financial Services's EZU Position: Q2 2021 in Review

Sowell Financial Services sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2021, closing a stake of 150 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in EZU in Q4 2018 and held it in 6 quarters. The position peaked at $861K in Q4 2019. 202 funds tracked by Wall St. Rank hold EZU as of Q2 2021.

  • Sowell Financial Services reported no remaining iShare MSCI Eurozone ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 150 iShare MSCI Eurozone ETF shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and held it in 6 quarters.
  • Sowell Financial Services's iShare MSCI Eurozone ETF position peaked at $861K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.