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Balance Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

Balance Wealth’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 		$223K Sell
3,205
-186
-5% -$12.5K 0.06% 155
2026
Q1 		$212K Buy
3,391
+66
+2% +$4.32K 0.07% 140
2025
Q4 		$213K Sell
3,325
-62
-2% -$3.89K 0.07% 136
2025
Q3 		$210K Buy
+3,387
New +$203K 0.05% 130

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

Balance Wealth's EZU Position: Q2 2026 in Review

Balance Wealth reduced its iShare MSCI Eurozone ETF (EZU) stake by 5.5% in Q2 2026, selling an estimated $12.5K and leaving 3,205 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #155.

Balance Wealth first reported a position in EZU in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Balance Wealth held 3,205 shares of iShare MSCI Eurozone ETF worth $223K as of Q2 2026.
  • Balance Wealth sold 186 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $12.5K.
  • iShare MSCI Eurozone ETF made up 0.06% of Balance Wealth's portfolio in Q2 2026, its #155 holding.
  • Balance Wealth first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and has held it in 4 quarters since.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.