AWM
EZU icon

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
Q3 		$509K Sell
7,564
-5,529
-42% -$385K 0.01% 502
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

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 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
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
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Avior Wealth Management's EZU Position: Q3 2026 in Review

Avior Wealth Management reduced its iShare MSCI Eurozone ETF (EZU) stake by 42% in Q3 2026, selling an estimated $385K and leaving 7,564 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #502.

Avior Wealth Management first reported a position in EZU in Q1 2016 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2025. 21 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Avior Wealth Management held 7,564 shares of iShare MSCI Eurozone ETF worth $509K as of Q3 2026.
  • Avior Wealth Management sold 5,529 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $385K.
  • iShare MSCI Eurozone ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #502 holding.
  • Avior Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q1 2016 and has held it in 15 quarters since.
  • Avior Wealth Management's iShare MSCI Eurozone ETF position peaked at $13.3M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.