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Ballew Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Ballew Advisors’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 		$1.92M Buy
27,790
+151
+0.5% +$10.2K 0.99% 21
2026
Q1 		$1.83M Sell
27,639
-256
-0.9% -$16.8K 1.03% 21
2025
Q4 		$1.84M Buy
27,895
+19
+0.1% +$1.19K 1.04% 22
2025
Q3 		$1.72M Sell
27,876
-4
-0% -$240 0.96% 23
2025
Q2 		$1.66M Sell
27,880
-16
-0.1% -$905 0.99% 21
2025
Q1 		$1.46M Sell
27,896
-583
-2% -$30.3K 0.98% 22
2024
Q4 		$1.35M Buy
28,479
+63
+0.2% +$3.08K 0.86% 26
2024
Q3 		$1.45M Sell
28,416
-129
-0.5% -$6.45K 0.97% 23
2024
Q2 		$1.44M Sell
28,545
-741
-3% -$37.5K 0.96% 23
2024
Q1 		$1.46M Buy
29,286
+567
+2% +$27.4K 1.01% 21
2023
Q4 		$1.32M Sell
28,719
-304
-1% -$13.4K 0.99% 25
2023
Q3 		$1.2M Buy
29,023
+100
+0.3% +$4.48K 0.99% 24
2023
Q2 		$1.31M Buy
28,923
+29
+0.1% +$1.32K 0.95% 21
2023
Q1 		$1.31M Sell
28,894
-430
-1% -$18.8K 0.95% 21
2022
Q4 		$1.28M Buy
29,324
+4,127
+16% +$154K 0.98% 23
2022
Q3 		$816K Buy
25,197
+1,361
+6% +$48.9K 0.73% 36
2022
Q2 		$821K Sell
23,836
-211
-0.9% -$8.45K 0.75% 35
2022
Q1 		$1.01M Sell
24,047
-9
-0% -$410 0.77% 29
2021
Q4 		$1.19M Sell
24,056
-258
-1% -$12.7K 0.83% 27
2021
Q3 		$1.18M Buy
24,314
+293
+1% +$14.6K 0.86% 28
2021
Q2 		$1.19M Sell
24,021
-26,229
-52% -$1.3M 0.82% 29
2021
Q1 		$2.37M Buy
50,250
+25,101
+100% +$1.14M 0.87% 29
2020
Q4 		$1.13M Buy
25,149
+168
+0.7% +$6.93K 0.87% 27
2020
Q3 		$972K Buy
24,981
+8,539
+52% +$331K 0.82% 32
2020
Q2 		$613K Sell
16,442
-639
-4% -$21.4K 0.6% 37
2020
Q1 		$521K Buy
17,081
+200
+1% +$7.57K 0.59% 33
2019
Q4 		$710K Buy
16,881
+445
+3% +$18K 0.61% 34
2019
Q3 		$620K Buy
16,436
+81
+0.5% +$3.13K 0.57% 38
2019
Q2 		$648K Buy
16,355
+338
+2% +$13.3K 0.59% 40
2019
Q1 		$640K Buy
16,017
+250
+2% +$9.39K 0.59% 37
2018
Q4 		$579K Buy
15,767
+542
+4% +$20.2K 0.54% 41
2018
Q3 		$562K Buy
15,225
+1,805
+13% +$74.8K 0.51% 40
2018
Q2 		$550K Buy
13,420
+1,543
+13% +$67.3K 0.62% 37
2018
Q1 		$515K Buy
11,877
+2,190
+23% +$97.4K 0.45% 46
2017
Q4 		$420K Buy
+9,687
New +$421K 0.42% 53

Other funds holding EZU

APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Ballew Advisors's EZU Position: Q2 2026 in Review

Ballew Advisors increased its iShare MSCI Eurozone ETF (EZU) stake by 0.55% in Q2 2026, buying an estimated $10.2K and bringing the position to 27,790 shares worth $1.92M. The position accounts for 0.99% of the portfolio, ranked #21.

Ballew Advisors first reported a position in EZU in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.37M in Q1 2021. 40 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Ballew Advisors held 27,790 shares of iShare MSCI Eurozone ETF worth $1.92M as of Q2 2026.
  • Ballew Advisors bought 151 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $10.2K.
  • iShare MSCI Eurozone ETF made up 0.99% of Ballew Advisors's portfolio in Q2 2026, its #21 holding.
  • Ballew Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and has held it in 35 quarters since.
  • Ballew Advisors's iShare MSCI Eurozone ETF position peaked at $2.37M in Q1 2021.
  • 40 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.