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Acima Private Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

Acima Private Wealth’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
2026
Q3 		$9.38M Sell
139,300
-512
-0.4% -$35.6K 2.72% 14
2026
Q2 		$9.72M Buy
139,812
+2,138
+2% +$144K 2.82% 12
2026
Q1 		$8.62M Sell
137,674
-2,058
-1% -$135K 2.71% 13
2025
Q4 		$8.96M Buy
139,732
+33,521
+32% +$2.1M 2.78% 12
2025
Q3 		$6.58M Buy
106,211
+579
+0.5% +$34.8K 2.06% 18
2025
Q2 		$6.28M Sell
105,632
-2,917
-3% -$165K 2.14% 16
2025
Q1 		$5.78M Sell
108,549
-69,208
-39% -$3.6M 2.07% 17
2024
Q4 		$8.39M Buy
177,757
+23,418
+15% +$1.15M 2.82% 10
2024
Q3 		$8.06M Buy
154,339
+20,524
+15% +$1.03M 2.7% 10
2024
Q2 		$6.53M Buy
133,815
+48,890
+58% +$2.47M 2.4% 10
2024
Q1 		$4.34M Buy
84,925
+13,292
+19% +$642K 1.6% 16
2023
Q4 		$3.4M Buy
71,633
+10,250
+17% +$451K 1.33% 20
2023
Q3 		$2.59M Buy
61,383
+1,705
+3% +$76.4K 1.15% 25
2023
Q2 		$2.73M Sell
59,678
-16,974
-22% -$773K 1.31% 24
2023
Q1 		$3.46M Buy
76,652
+42
+0.1% +$1.83K 1.7% 15
2022
Q4 		$3.02M Sell
76,610
-45,671
-37% -$1.71M 1.55% 21
2022
Q3 		$3.91M Sell
122,281
-28,130
-19% -$1.01M 2.01% 12
2022
Q2 		$5.47M Sell
150,411
-1,442
-0.9% -$57.7K 2.73% 9
2022
Q1 		$6.57M Sell
151,853
-27,931
-16% -$1.27M 3.03% 5
2021
Q4 		$8.81M Sell
179,784
-4,849
-3% -$239K 3.79% 3
2021
Q3 		$8.88M Sell
184,633
-428
-0.2% -$21.4K 4.08% 3
2021
Q2 		$9.13M Sell
185,061
-784
-0.4% -$38.8K 4.19% 3
2021
Q1 		$8.63M Sell
185,845
-514
-0.3% -$23.3K 4.24% 2
2020
Q4 		$8.21M Buy
186,359
+21,704
+13% +$896K 4.25% 2
2020
Q3 		$6.24M Buy
164,655
+40,468
+33% +$1.57M 3.77% 3
2020
Q2 		$4.53M Buy
124,187
+14,911
+14% +$499K 2.93% 6
2020
Q1 		$3.33M Buy
109,276
+107,666
+6,687% +$4.07M 2.57% 8
2019
Q4 		$67K Buy
+1,610
New +$65.2K 0.05% 178

Other funds holding EZU

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Acima Private Wealth's EZU Position: Q3 2026 in Review

Acima Private Wealth reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.37% in Q3 2026, selling an estimated $35.6K and leaving 139,300 shares worth $9.38M. The position accounts for 2.72% of the portfolio, ranked #14.

Acima Private Wealth first reported a position in EZU in Q4 2019 and has held it in 28 quarters since. The position peaked at $9.72M in Q2 2026. 31 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Acima Private Wealth held 139,300 shares of iShare MSCI Eurozone ETF worth $9.38M as of Q3 2026.
  • Acima Private Wealth sold 512 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $35.6K.
  • iShare MSCI Eurozone ETF made up 2.72% of Acima Private Wealth's portfolio in Q3 2026, its #14 holding.
  • Acima Private Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and has held it in 28 quarters since.
  • Acima Private Wealth's iShare MSCI Eurozone ETF position peaked at $9.72M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.