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TrueWealth LLC’s iShare MSCI Eurozone ETF EZU Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-945
Closed -$33K – 736
2018
Q4 		$33K Buy
945
+5
+0.5% +$187 0.02% 294
2018
Q3 		$39K Hold
940
– – 0.02% 301
2018
Q2 		$39K Buy
+940
New +$41K 0.02% 291

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TrueWealth LLC's EZU Position: Q1 2019 in Review

TrueWealth LLC sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2019, closing a stake of 945 shares — an estimated $33K sold.

TrueWealth LLC first reported a position in EZU in Q2 2018 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 209 funds tracked by Wall St. Rank hold EZU as of Q1 2019.

  • TrueWealth LLC reported no remaining iShare MSCI Eurozone ETF position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 945 iShare MSCI Eurozone ETF shares in Q1 2019, an estimated $33K.
  • TrueWealth LLC first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and held it in 3 quarters.
  • TrueWealth LLC's iShare MSCI Eurozone ETF position peaked at $39K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.