WA
EZU icon

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

WFG 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
2015
Q1 		– Sell
-252
Closed -$9K – 1865
2014
Q4 		$9K Buy
252
+177
+236% +$6.58K ﹤0.01% 1493
2014
Q3 		$3K Sell
75
-114
-60% -$4.58K ﹤0.01% 1783
2014
Q2 		$8K Hold
189
– – ﹤0.01% 1550
2014
Q1 		$8K Hold
189
– – ﹤0.01% 1510
2013
Q4 		$8K Buy
189
+75
+66% +$2.96K ﹤0.01% 1637
2013
Q3 		$4K Buy
+114
New +$4.06K ﹤0.01% 1785

Other funds holding EZU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

WFG Advisors's EZU Position: Q1 2015 in Review

WFG Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2015, closing a stake of 252 shares — an estimated $9K sold.

WFG Advisors first reported a position in EZU in Q3 2013 and held it in 6 quarters. The position peaked at $9K in Q4 2014. 166 funds tracked by Wall St. Rank hold EZU as of Q1 2015.

  • WFG Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 252 iShare MSCI Eurozone ETF shares in Q1 2015, an estimated $9K.
  • WFG Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2013 and held it in 6 quarters.
  • WFG Advisors's iShare MSCI Eurozone ETF position peaked at $9K in Q4 2014.
  • 166 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.