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

Avior 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	$910K	Sell	13,093 -2,287	-15%	-$154K	0.02%	374
2026 Q1	$963K	Sell	15,380 -1,676	-10%	-$110K	0.03%	363
2025 Q4	$1.09M	Sell	17,056 -25,221	-60%	-$1.58M	0.03%	296
2025 Q3	$2.62M	Sell	42,277 -180,875	-81%	-$10.9M	0.08%	164
2025 Q2	$13.3M	Buy	223,152 +123,868	+125%	+$7M	0.46%	45
2025 Q1	$5.29M	Buy	99,284 +99,050	+42,329%	+$5.15M	0.2%	87
2024 Q4	$11K	Buy	+234	New	+$11.4K	﹤0.01%	1583
2024 Q2	–	Sell	-3,469	Closed	-$177K	–	2746
2024 Q1	$177K	Buy	+3,469	New	+$167K	0.01%	743
2017 Q3	–	Sell	-710	Closed	-$29K	–	502
2017 Q2	$29K	Hold	710	–	–	0.01%	225
2017 Q1	$27K	Hold	710	–	–	0.01%	274
2016 Q4	$25K	Hold	710	–	–	0.01%	270
2016 Q3	$24K	Hold	710	–	–	0.01%	281
2016 Q2	$23K	Hold	710	–	–	0.01%	270
2016 Q1	$24K	Buy	+710	New	+$23.4K	0.01%	264

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

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

Avior Wealth Management reduced its iShare MSCI Eurozone ETF (EZU) stake by 15% in Q2 2026, selling an estimated $154K and leaving 13,093 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #374.

Avior Wealth Management first reported a position in EZU in Q1 2016 and has held it in 14 quarters since. The position peaked at $13.3M in Q2 2025. 359 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Avior Wealth Management held 13,093 shares of iShare MSCI Eurozone ETF worth $910K as of Q2 2026.
Avior Wealth Management sold 2,287 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $154K.
iShare MSCI Eurozone ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #374 holding.
Avior Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q1 2016 and has held it in 14 quarters since.
Avior Wealth Management's iShare MSCI Eurozone ETF position peaked at $13.3M in Q2 2025.
359 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.