WAS
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Winch Advisory Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Winch Advisory Services’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
2019
Q1 		– Sell
-172
Closed -$6K – 379
2018
Q4 		$6K Sell
172
-137,030
-100% -$5.12M ﹤0.01% 216
2018
Q3 		$5.63M Sell
137,202
-6,470
-5% -$268K 2.83% 8
2018
Q2 		$5.89M Sell
143,672
-8,156
-5% -$356K 3.18% 6
2018
Q1 		$6.58M Buy
151,828
+146,964
+3,021% +$6.54M 3.86% 5
2017
Q4 		$211K Buy
+4,864
New +$211K 0.13% 61

Other funds holding EZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return