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West Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

West Financial 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
2022
Q4 		– Sell
-215
Closed -$7K – 180
2022
Q3 		$7K Buy
+215
New +$7.73K ﹤0.01% 147

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

West Financial Advisors's EZU Position: Q4 2022 in Review

West Financial Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2022, closing a stake of 215 shares — an estimated $7K sold.

West Financial Advisors first reported a position in EZU in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 193 funds tracked by Wall St. Rank hold EZU as of Q4 2022.

  • West Financial Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 215 iShare MSCI Eurozone ETF shares in Q4 2022, an estimated $7K.
  • West Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2022 and held it in 1 quarter.
  • West Financial Advisors's iShare MSCI Eurozone ETF position peaked at $7K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.