KCS Wealth Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

KCS Wealth Advisory’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 Q1	–	Sell	-24,601	Closed	-$1.03M	–	147
2019 Q4	$1.03M	Buy	24,601 +1,716	+7%	+$69.5K	0.77%	59
2019 Q3	$890K	Buy	22,885 +1,684	+8%	+$65K	0.62%	66
2019 Q2	$839K	Buy	21,201 +2,405	+13%	+$94.8K	0.66%	65
2019 Q1	$726K	Buy	18,796 +2,312	+14%	+$86.8K	0.63%	74
2018 Q4	$578K	Buy	16,484 +351	+2%	+$13.1K	0.61%	77
2018 Q3	$662K	Buy	16,133 +152	+1%	+$6.3K	0.61%	73
2018 Q2	$655K	Buy	15,981 +6,172	+63%	+$269K	0.61%	69
2018 Q1	$425K	Buy	9,809 +2,518	+35%	+$112K	0.39%	107
2017 Q4	$316K	Buy	+7,291	New	+$317K	0.31%	117

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCS Wealth Advisory's EZU Position: Q1 2020 in Review

KCS Wealth Advisory sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2020, closing a stake of 24,601 shares — an estimated $1.03M sold.

KCS Wealth Advisory first reported a position in EZU in Q4 2017 and held it in 9 quarters. The position peaked at $1.03M in Q4 2019. 175 funds tracked by Wall St. Rank hold EZU as of Q1 2020.

KCS Wealth Advisory reported no remaining iShare MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
KCS Wealth Advisory sold 24,601 iShare MSCI Eurozone ETF shares in Q1 2020, an estimated $1.03M.
KCS Wealth Advisory first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and held it in 9 quarters.
KCS Wealth Advisory's iShare MSCI Eurozone ETF position peaked at $1.03M in Q4 2019.
175 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2020.

Based on KCS Wealth Advisory's 13F filing for Q1 2020, filed 28 Apr 2020.