WealthOne’s iShare MSCI Eurozone ETF EZU Stock Holding History

WealthOne’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 Q3	–	Sell	-7,509	Closed	-$344K	–	89
2023 Q2	$344K	Buy	7,509 +754	+11%	+$34.4K	0.13%	64
2023 Q1	$305K	Buy	+6,755	New	+$295K	0.12%	75

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

RBA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthOne's EZU Position: Q3 2023 in Review

WealthOne sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2023, closing a stake of 7,509 shares — an estimated $344K sold.

WealthOne first reported a position in EZU in Q1 2023 and held it in 2 quarters. The position peaked at $344K in Q2 2023. 241 funds tracked by Wall St. Rank hold EZU as of Q3 2023.

WealthOne reported no remaining iShare MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
WealthOne sold 7,509 iShare MSCI Eurozone ETF shares in Q3 2023, an estimated $344K.
WealthOne first reported a position in iShare MSCI Eurozone ETF in Q1 2023 and held it in 2 quarters.
WealthOne's iShare MSCI Eurozone ETF position peaked at $344K in Q2 2023.
241 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.