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	–	2748
2024 Q1	$177K	Buy	+3,469	New	+$167K	0.01%	743
2017 Q3	–	Sell	-710	Closed	-$29K	–	503
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

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return