V
EZU icon

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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return