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

AE Wealth Management’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
Q2 		$67.3K Buy
968
+635
+191% +$42.8K ﹤0.01% 2020
2026
Q1 		$20.8K Sell
333
-84
-20% -$5.5K ﹤0.01% 2141
2025
Q4 		$26.7K Sell
417
-4
-1% -$251 ﹤0.01% 1973
2025
Q3 		$26.1K Sell
421
-1,146
-73% -$68.8K ﹤0.01% 1849
2025
Q2 		$93.2K Buy
1,567
+1,015
+184% +$57.4K ﹤0.01% 1501
2025
Q1 		$29.4K Sell
552
-439
-44% -$22.8K ﹤0.01% 1663
2024
Q4 		$46.8K Buy
+991
New +$48.5K ﹤0.01% 1570

Other funds holding EZU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's EZU Position: Q2 2026 in Review

AE Wealth Management increased its iShare MSCI Eurozone ETF (EZU) stake by 191% in Q2 2026, buying an estimated $42.8K and bringing the position to 968 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

AE Wealth Management first reported a position in EZU in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.2K in Q2 2025. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • AE Wealth Management held 968 shares of iShare MSCI Eurozone ETF worth $67.3K as of Q2 2026.
  • AE Wealth Management bought 635 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $42.8K.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2020 holding.
  • AE Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's iShare MSCI Eurozone ETF position peaked at $93.2K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.