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Summit Trail Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Summit Trail Advisors’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
Q1 		– Sell
-528
Closed -$25K – 835
2017
Q4 		$25K Buy
+528
New +$22.9K ﹤0.01% 982

Other funds holding EZU

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
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Trail Advisors's EZU Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2018, closing a stake of 528 shares — an estimated $25K sold.

Summit Trail Advisors first reported a position in EZU in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 267 funds tracked by Wall St. Rank hold EZU as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 528 iShare MSCI Eurozone ETF shares in Q1 2018, an estimated $25K.
  • Summit Trail Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShare MSCI Eurozone ETF position peaked at $25K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.