WealthPLAN Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$32.7K Buy
952
+121
+15% +$4.08K 0.01% 399
2016
Q2
$7.31K Buy
+831
New +$28.4K ﹤0.01% 1859
2015
Q4
$12.9K Buy
+368
New +$13.3K ﹤0.01% 1066

Other funds holding EZU

WealthPLAN Partners's EZU Position: Q3 2016 in Review

WealthPLAN Partners increased its iShare MSCI Eurozone ETF (EZU) stake by 15% in Q3 2016, buying an estimated $4.08K and bringing the position to 952 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #399.

WealthPLAN Partners first reported a position in EZU in Q4 2015 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold EZU as of Q3 2016.

  • WealthPLAN Partners held 952 shares of iShare MSCI Eurozone ETF worth $32.7K as of Q3 2016.
  • WealthPLAN Partners bought 121 iShare MSCI Eurozone ETF shares in Q3 2016, an estimated $4.08K.
  • iShare MSCI Eurozone ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #399 holding.
  • WealthPLAN Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2015 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.