tru Independence’s iShare MSCI Eurozone ETF EZU Stock Holding History

tru Independence’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
2021 Q3	–	Sell	-1,811	Closed	-$89K	–	239
2021 Q2	$89K	Buy	+1,811	New	+$89.7K	0.03%	141
2020 Q3	–	Sell	-991	Closed	-$36K	–	507
2020 Q2	$36K	Buy	+991	New	+$33.2K	0.01%	420
2020 Q1	–	Sell	-2,514	Closed	-$77K	–	756
2019 Q4	$77K	Buy	+2,514	New	+$102K	0.01%	330

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

tru Independence's EZU Position: Q3 2021 in Review

tru Independence sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2021, closing a stake of 1,811 shares — an estimated $89K sold.

tru Independence first reported a position in EZU in Q4 2019 and held it in 3 quarters. The position peaked at $89K in Q2 2021. 217 funds tracked by Wall St. Rank hold EZU as of Q3 2021.

tru Independence reported no remaining iShare MSCI Eurozone ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,811 iShare MSCI Eurozone ETF shares in Q3 2021, an estimated $89K.
tru Independence first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and held it in 3 quarters.
tru Independence's iShare MSCI Eurozone ETF position peaked at $89K in Q2 2021.
217 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.