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Summit Securities Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Summit Securities Group’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
2024
Q3 		– Sell
-1
Closed – – 671
2024
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 638
2022
Q3 		– Sell
-20,000
Closed -$727K – 1001
2022
Q2 		$727K Buy
+20,000
New +$801K 0.09% 154
2018
Q3 		– Sell
-5,000
Closed -$205K – 217
2018
Q2 		$205K Buy
+5,000
New +$218K 0.03% 208
2014
Q4 		– Sell
-400
Closed -$15K – 642
2014
Q3 		$15K Buy
+400
New +$16.1K ﹤0.01% 510

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Summit Securities Group's EZU Position: Q3 2024 in Review

Summit Securities Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in EZU in Q3 2014 and held it in 4 quarters. The position peaked at $727K in Q2 2022. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • Summit Securities Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 iShare MSCI Eurozone ETF share in Q3 2024.
  • Summit Securities Group first reported a position in iShare MSCI Eurozone ETF in Q3 2014 and held it in 4 quarters.
  • Summit Securities Group's iShare MSCI Eurozone ETF position peaked at $727K in Q2 2022.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.