Joseph P. Lucia & Associates’s iShare MSCI Eurozone ETF EZU Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q1	–	Sell	-688	Closed	-$30K	–	581
2020 Q4	$30K	Buy	+688	New	+$28.4K	0.02%	224
2020 Q3	–	Sell	-2,090	Closed	-$76K	–	199
2020 Q2	$76K	Sell	2,090 -363	-15%	-$12.1K	0.07%	155
2020 Q1	$75K	Sell	2,453 -2,646	-52%	-$100K	0.08%	138
2019 Q4	$214K	Sell	5,099 -1,325	-21%	-$53.6K	0.19%	90
2019 Q3	$250K	Sell	6,424 -908	-12%	-$35K	0.26%	76
2019 Q2	$290K	Buy	7,332 +6,782	+1,233%	+$267K	0.3%	75
2019 Q1	$21.9K	Buy	+550	New	+$20.7K	0.04%	167

Other funds holding EZU

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Joseph P. Lucia & Associates's EZU Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2021, closing a stake of 688 shares — an estimated $30K sold.

Joseph P. Lucia & Associates first reported a position in EZU in Q1 2019 and held it in 7 quarters. The position peaked at $290K in Q2 2019. 195 funds tracked by Wall St. Rank hold EZU as of Q1 2021.

Joseph P. Lucia & Associates reported no remaining iShare MSCI Eurozone ETF position as of Q1 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 688 iShare MSCI Eurozone ETF shares in Q1 2021, an estimated $30K.
Joseph P. Lucia & Associates first reported a position in iShare MSCI Eurozone ETF in Q1 2019 and held it in 7 quarters.
Joseph P. Lucia & Associates's iShare MSCI Eurozone ETF position peaked at $290K in Q2 2019.
195 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.