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WR Wealth Planners’s iShare MSCI Eurozone ETF EZU Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-132
Closed -$6.89K – 1131
2024
Q3 		$6.89K Hold
132
– – ﹤0.01% 686
2024
Q2 		$6.45K Hold
132
– – ﹤0.01% 672
2024
Q1 		$6.74K Buy
+132
New +$6.37K ﹤0.01% 670

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WR Wealth Planners's EZU Position: Q4 2024 in Review

WR Wealth Planners sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2024, closing a stake of 132 shares — an estimated $6.89K sold.

WR Wealth Planners first reported a position in EZU in Q1 2024 and held it in 3 quarters. The position peaked at $6.89K in Q3 2024. 251 funds tracked by Wall St. Rank hold EZU as of Q4 2024.

  • WR Wealth Planners reported no remaining iShare MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 132 iShare MSCI Eurozone ETF shares in Q4 2024, an estimated $6.89K.
  • WR Wealth Planners first reported a position in iShare MSCI Eurozone ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShare MSCI Eurozone ETF position peaked at $6.89K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.