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SYSTM Wealth Solutions’s iShare MSCI Eurozone ETF EZU Stock Holding History

SYSTM Wealth Solutions’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 		$2.2K Buy
42
+18
+75% +$899 0.07% 58
2024
Q2 		$1.18K Hold
24
– – ﹤0.01% 642
2024
Q1 		$1.21K Sell
24
-722
-97% -$34.8K ﹤0.01% 935
2023
Q4 		$35.4K Buy
+746
New +$32.8K ﹤0.01% 641

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

SYSTM Wealth Solutions's EZU Position: Q3 2024 in Review

SYSTM Wealth Solutions increased its iShare MSCI Eurozone ETF (EZU) stake by 75% in Q3 2024, buying an estimated $899 and bringing the position to 42 shares worth $2.2K. The position accounts for 0.07% of the portfolio, ranked #58.

SYSTM Wealth Solutions first reported a position in EZU in Q4 2023 and has held it in 4 quarters since. The position peaked at $35.4K in Q4 2023. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • SYSTM Wealth Solutions held 42 shares of iShare MSCI Eurozone ETF worth $2.2K as of Q3 2024.
  • SYSTM Wealth Solutions bought 18 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $899.
  • iShare MSCI Eurozone ETF made up 0.07% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #58 holding.
  • SYSTM Wealth Solutions first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's iShare MSCI Eurozone ETF position peaked at $35.4K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.