Atria Investments’s iShare MSCI Eurozone ETF EZU Stock Holding History

Atria Investments’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	$241K	Buy	+3,471	New	+$234K	﹤0.01%	1971
2025 Q1	–	Sell	-13,915	Closed	-$657K	–	1922
2024 Q4	$657K	Sell	13,915 -4,871	-26%	-$238K	0.01%	1194
2024 Q3	$981K	Buy	18,786 +7,616	+68%	+$381K	0.01%	980
2024 Q2	$545K	Buy	+11,170	New	+$565K	0.01%	1257
2023 Q4	–	Sell	-34,187	Closed	-$1.44M	–	906
2023 Q3	$1.44M	Sell	34,187 -3,740	-10%	-$168K	0.03%	695
2023 Q2	$1.74M	Buy	37,927 +9,017	+31%	+$411K	0.03%	608
2023 Q1	$1.3M	Buy	+28,910	New	+$1.26M	0.02%	705
2019 Q3	–	Sell	-8,004	Closed	-$295K	–	903
2019 Q2	$295K	Buy	+8,004	New	+$315K	0.01%	742
2015 Q1	–	Sell	-14,233	Closed	-$517K	–	415
2014 Q4	$517K	Buy	14,233 +4,143	+41%	+$154K	0.05%	253
2014 Q3	$388K	Buy	+10,090	New	+$405K	0.04%	315
2014 Q1	–	Sell	-7,871	Closed	-$326K	–	438
2013 Q4	$326K	Buy	7,871 +100	+1%	+$3.95K	0.03%	364
2013 Q3	$293K	Buy	+7,771	New	+$277K	0.03%	373

Other funds holding EZU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's EZU Position: Q2 2026 in Review

Atria Investments opened a new position in iShare MSCI Eurozone ETF (EZU) in Q2 2026: 3,471 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings. This is a return to the name: Atria Investments previously reported a position in EZU as recently as Q4 2024.

Atria Investments first reported a position in EZU in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.74M in Q2 2023. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Atria Investments held 3,471 shares of iShare MSCI Eurozone ETF worth $241K as of Q2 2026.
iShare MSCI Eurozone ETF was a new Atria Investments position in Q2 2026.
iShare MSCI Eurozone ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1971 holding.
Atria Investments first reported a position in iShare MSCI Eurozone ETF in Q3 2013 and has held it in 12 quarters since.
Atria Investments's iShare MSCI Eurozone ETF position peaked at $1.74M in Q2 2023.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.