Wealthspire Advisors (Maryland)’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
2019
Q2
Sell
-2,283
Closed -$88K 963
2019
Q1
$88K Hold
2,283
0.01% 688
2018
Q4
$80K Buy
2,283
+1
+0% +$37 0.01% 680
2018
Q3
$94K Hold
2,282
0.01% 714
2018
Q2
$94K Buy
2,282
+1
+0% +$44 0.01% 729
2018
Q1
$99K Buy
2,281
+445
+24% +$19.8K 0.01% 720
2017
Q4
$80K Buy
1,836
+1,800
+5,000% +$78.2K 0.01% 802
2017
Q3
$2K Hold
36
﹤0.01% 1978
2017
Q2
$1K Buy
+36
New +$1.44K ﹤0.01% 2080
2016
Q2
Sell
-153
Closed -$5K 1729
2016
Q1
$5K Hold
153
﹤0.01% 1336
2015
Q4
$5K Buy
+153
New +$5.53K ﹤0.01% 1347

Other funds holding EZU

Wealthspire Advisors (Maryland)'s EZU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2019, closing a stake of 2,283 shares — an estimated $88K sold.

Wealthspire Advisors (Maryland) first reported a position in EZU in Q4 2015 and held it in 10 quarters. The position peaked at $99K in Q1 2018. 215 funds tracked by Wall St. Rank hold EZU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShare MSCI Eurozone ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,283 iShare MSCI Eurozone ETF shares in Q2 2019, an estimated $88K.
  • Wealthspire Advisors (Maryland) first reported a position in iShare MSCI Eurozone ETF in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s iShare MSCI Eurozone ETF position peaked at $99K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.