Veritable’s iShare MSCI Eurozone ETF EZU Stock Holding History

Veritable’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
2023 Q2	–	Sell	-4,856	Closed	-$219K	–	903
2023 Q1	$219K	Buy	+4,856	New	+$212K	﹤0.01%	808
2014 Q4	–	Sell	-5,871	Closed	-$226K	–	956
2014 Q3	$226K	Sell	5,871 -618	-10%	-$24.8K	﹤0.01%	865
2014 Q2	$275K	Buy	6,489 +1,098	+20%	+$47.1K	0.01%	784
2014 Q1	$228K	Buy	5,391 +2,222	+70%	+$91.2K	﹤0.01%	821
2013 Q4	$131K	Buy	+3,169	New	+$125K	﹤0.01%	889

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Veritable's EZU Position: Q2 2023 in Review

Veritable sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2023, closing a stake of 4,856 shares — an estimated $219K sold.

Veritable first reported a position in EZU in Q4 2013 and held it in 5 quarters. The position peaked at $275K in Q2 2014. 270 funds tracked by Wall St. Rank hold EZU as of Q2 2023.

Veritable reported no remaining iShare MSCI Eurozone ETF position as of Q2 2023 after selling out during the quarter.
Veritable sold 4,856 iShare MSCI Eurozone ETF shares in Q2 2023, an estimated $219K.
Veritable first reported a position in iShare MSCI Eurozone ETF in Q4 2013 and held it in 5 quarters.
Veritable's iShare MSCI Eurozone ETF position peaked at $275K in Q2 2014.
270 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.