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King Wealth Management Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

King Wealth Management Group’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
2014
Q3 		– Sell
-5,163
Closed -$218K – 109
2014
Q2 		$218K Buy
+5,163
New +$221K 0.13% 103

Other funds holding EZU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

King Wealth Management Group's EZU Position: Q3 2014 in Review

King Wealth Management Group sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2014, closing a stake of 5,163 shares — an estimated $218K sold.

King Wealth Management Group first reported a position in EZU in Q2 2014 and held it in 1 quarter. The position peaked at $218K in Q2 2014. 147 funds tracked by Wall St. Rank hold EZU as of Q3 2014.

  • King Wealth Management Group reported no remaining iShare MSCI Eurozone ETF position as of Q3 2014 after selling out during the quarter.
  • King Wealth Management Group sold 5,163 iShare MSCI Eurozone ETF shares in Q3 2014, an estimated $218K.
  • King Wealth Management Group first reported a position in iShare MSCI Eurozone ETF in Q2 2014 and held it in 1 quarter.
  • King Wealth Management Group's iShare MSCI Eurozone ETF position peaked at $218K in Q2 2014.
  • 147 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2014.

Based on King Wealth Management Group's 13F filing for Q3 2014, filed 13 Nov 2014.