UBP Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

UBP Investment 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
2021 Q4	–	Sell	-25,053	Closed	-$1.21M	–	104
2021 Q3	$1.21M	Hold	25,053	–	–	0.47%	41
2021 Q2	$1.24M	Hold	25,053	–	–	0.46%	51
2021 Q1	$1.16M	Hold	25,053	–	–	0.47%	40
2020 Q4	$1.1M	Hold	25,053	–	–	0.57%	38
2020 Q3	$949K	Hold	25,053	–	–	0.73%	31
2020 Q2	$914K	Hold	25,053	–	–	0.73%	30
2020 Q1	$765K	Hold	25,053	–	–	0.69%	29
2019 Q4	$1.05M	Hold	25,053	–	–	0.82%	28
2019 Q3	$975K	Hold	25,053	–	–	0.79%	28
2019 Q2	$991K	Sell	25,053 -403	-2%	-$15.9K	0.89%	28
2019 Q1	$983K	Buy	25,456 +129	+0.5%	+$4.84K	0.92%	27
2018 Q4	$888K	Sell	25,327 -32,500	-56%	-$1.21M	0.94%	27
2018 Q3	$2.37M	Buy	57,827 +478	+0.8%	+$19.8K	2.26%	17
2018 Q2	$2.33M	Sell	57,349 -204	-0.4%	-$8.9K	2.75%	13
2018 Q1	$2.5M	Hold	57,553	–	–	2.69%	14
2017 Q4	$2.5M	Buy	+57,553	New	+$2.5M	2.95%	10

Other funds holding EZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBP Investment Advisors's EZU Position: Q4 2021 in Review

UBP Investment Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2021, closing a stake of 25,053 shares — an estimated $1.21M sold.

UBP Investment Advisors first reported a position in EZU in Q4 2017 and held it in 16 quarters. The position peaked at $2.5M in Q4 2017. 223 funds tracked by Wall St. Rank hold EZU as of Q4 2021.

UBP Investment Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2021 after selling out during the quarter.
UBP Investment Advisors sold 25,053 iShare MSCI Eurozone ETF shares in Q4 2021, an estimated $1.21M.
UBP Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 16 quarters.
UBP Investment Advisors's iShare MSCI Eurozone ETF position peaked at $2.5M in Q4 2017.
223 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2021.

Based on UBP Investment Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.