Strategic Wealth Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-1,977	Closed	-$76	–	246
2019 Q3	$76	Buy	+1,977	New	+$76.3K	﹤0.01%	281
2019 Q2	–	Sell	-306	Closed	-$12K	–	756
2019 Q1	$12K	Buy	+306	New	+$11.5K	0.01%	462
2018 Q4	–	Sell	-422	Closed	-$17K	–	687
2018 Q3	$17K	Sell	422 -1,434	-77%	-$59.5K	0.01%	363
2018 Q2	$76K	Buy	1,856 +832	+81%	+$36.3K	0.04%	218
2018 Q1	$44K	Buy	1,024 +1,001	+4,352%	+$44.5K	0.02%	253
2017 Q4	$1K	Buy	+23	New	+$999	﹤0.01%	724

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Strategic Wealth Partners's EZU Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2019, closing a stake of 1,977 shares — an estimated $76 sold.

Strategic Wealth Partners first reported a position in EZU in Q4 2017 and held it in 6 quarters. The position peaked at $76K in Q2 2018. 219 funds tracked by Wall St. Rank hold EZU as of Q4 2019.

Strategic Wealth Partners reported no remaining iShare MSCI Eurozone ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 1,977 iShare MSCI Eurozone ETF shares in Q4 2019, an estimated $76.
Strategic Wealth Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 6 quarters.
Strategic Wealth Partners's iShare MSCI Eurozone ETF position peaked at $76K in Q2 2018.
219 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.