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WESPAC Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

WESPAC Advisors’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
2024
Q3 		– Sell
-22,426
Closed -$1.09M – 153
2024
Q2 		$1.09M Buy
+22,426
New +$1.13M 0.86% 33

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

WESPAC Advisors's EZU Position: Q3 2024 in Review

WESPAC Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2024, closing a stake of 22,426 shares — an estimated $1.09M sold.

WESPAC Advisors first reported a position in EZU in Q2 2024 and held it in 1 quarter. The position peaked at $1.09M in Q2 2024. 257 funds tracked by Wall St. Rank hold EZU as of Q3 2024.

  • WESPAC Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • WESPAC Advisors sold 22,426 iShare MSCI Eurozone ETF shares in Q3 2024, an estimated $1.09M.
  • WESPAC Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2024 and held it in 1 quarter.
  • WESPAC Advisors's iShare MSCI Eurozone ETF position peaked at $1.09M in Q2 2024.
  • 257 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.