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Sterling Investment Advisors (Pennsylvania)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2018
Q2 		– Sell
-1,000
Closed -$43K – 392
2018
Q1 		$43K Buy
+1,000
New +$44.5K 0.03% 208

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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s EZU Position: Q2 2018 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2018, closing a stake of 1,000 shares — an estimated $43K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in EZU in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 253 funds tracked by Wall St. Rank hold EZU as of Q2 2018.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining iShare MSCI Eurozone ETF position as of Q2 2018 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,000 iShare MSCI Eurozone ETF shares in Q2 2018, an estimated $43K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShare MSCI Eurozone ETF in Q1 2018 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s iShare MSCI Eurozone ETF position peaked at $43K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2018.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2018, filed 26 Jul 2018.