Winslow Evans & Crocker’s iShare MSCI Eurozone ETF EZU Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$53K	Buy	+1,210	New	+$49.9K	0.01%	582
2018 Q3	–	Sell	-1,156	Closed	-$50K	–	1117
2018 Q2	$50K	Hold	1,156	–	–	0.02%	494
2018 Q1	$50.1K	Hold	1,156	–	–	0.02%	481
2017 Q4	$50.1K	Hold	1,156	–	–	0.02%	491
2017 Q3	$50K	Sell	1,156 -324	-22%	-$13.6K	0.02%	480
2017 Q2	$59.7K	Buy	1,480 +1,200	+429%	+$48K	0.02%	521
2017 Q1	$10.5K	Buy	+280	New	+$10.1K	﹤0.01%	881
2016 Q2	–	Sell	-213	Closed	-$7.33K	–	1291
2016 Q1	$7.33K	Sell	213 -1	-0.5%	-$33	﹤0.01%	947
2015 Q4	$7.46K	Hold	214	–	–	﹤0.01%	973
2015 Q3	$7.32K	Hold	214	–	–	﹤0.01%	957
2015 Q2	$8K	Buy	+214	New	+$8.45K	﹤0.01%	984
2014 Q4	–	Sell	-3,644	Closed	-$135K	–	1333
2014 Q3	$140K	Buy	+3,644	New	+$146K	0.04%	365

Other funds holding EZU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winslow Evans & Crocker's EZU Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShare MSCI Eurozone ETF (EZU) in Q4 2020: 1,210 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in EZU as recently as Q2 2018.

Winslow Evans & Crocker first reported a position in EZU in Q3 2014 and has held it in 12 quarters since. The position peaked at $140K in Q3 2014. 182 funds tracked by Wall St. Rank hold EZU as of Q4 2020.

Winslow Evans & Crocker held 1,210 shares of iShare MSCI Eurozone ETF worth $53K as of Q4 2020.
iShare MSCI Eurozone ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShare MSCI Eurozone ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #582 holding.
Winslow Evans & Crocker first reported a position in iShare MSCI Eurozone ETF in Q3 2014 and has held it in 12 quarters since.
Winslow Evans & Crocker's iShare MSCI Eurozone ETF position peaked at $140K in Q3 2014.
182 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.