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United Capital Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

United Capital Financial 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
2020
Q4 		– Sell
-70,070
Closed -$2.66M – 1206
2020
Q3 		$2.66M Sell
70,070
-26,647
-28% -$1.03M 0.02% 440
2020
Q2 		$3.53M Buy
+96,717
New +$3.24M 0.03% 418
2020
Q1 		– Sell
-439,262
Closed -$18.4M – 1245
2019
Q4 		$18.4M Sell
439,262
-38,813
-8% -$1.57M 0.12% 212
2019
Q3 		$18.6M Buy
478,075
+56,206
+13% +$2.17M 0.13% 190
2019
Q2 		$16.7M Buy
421,869
+229,995
+120% +$9.06M 0.11% 202
2019
Q1 		$7.41M Buy
+191,874
New +$7.21M 0.05% 338
2018
Q4 		– Sell
-169,431
Closed -$6.95M – 1314
2018
Q3 		$6.95M Buy
+169,431
New +$7.03M 0.05% 369
2016
Q3 		– Sell
-34,263
Closed -$1.1M – 1273
2016
Q2 		$1.1M Sell
34,263
-13,281
-28% -$455K 0.01% 712
2016
Q1 		$1.64M Sell
47,544
-17,095
-26% -$563K 0.02% 579
2015
Q4 		$2.27M Sell
64,639
-20,438
-24% -$738K 0.03% 528
2015
Q3 		$2.92M Buy
+85,077
New +$3.15M 0.04% 441
2015
Q2 		– Sell
-24,760
Closed -$977K – 1270
2015
Q1 		$977K Buy
24,760
+8,032
+48% +$302K 0.01% 725
2014
Q4 		$608K Buy
+16,728
New +$622K 0.01% 762

Other funds holding EZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's EZU Position: Q4 2020 in Review

United Capital Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2020, closing a stake of 70,070 shares — an estimated $2.66M sold.

United Capital Financial Advisors first reported a position in EZU in Q4 2014 and held it in 13 quarters. The position peaked at $18.6M in Q3 2019. 182 funds tracked by Wall St. Rank hold EZU as of Q4 2020.

  • United Capital Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 70,070 iShare MSCI Eurozone ETF shares in Q4 2020, an estimated $2.66M.
  • United Capital Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's iShare MSCI Eurozone ETF position peaked at $18.6M in Q3 2019.
  • 182 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.