Caldwell Sutter Capital’s iShare MSCI Eurozone ETF EZU Stock Holding History

Caldwell Sutter Capital’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	$102K	Sell	1,466 -78	-5%	-$5.26K	0.04%	303
2026 Q1	$96.7K	Hold	1,544	–	–	0.04%	302
2025 Q4	$99K	Hold	1,544	–	–	0.04%	282
2025 Q3	$95.6K	Hold	1,544	–	–	0.04%	288
2025 Q2	$91.8K	Sell	1,544 -153	-9%	-$8.65K	0.04%	292
2025 Q1	$90.4K	Hold	1,697	–	–	0.04%	287
2024 Q4	$80.1K	Sell	1,697 -141	-8%	-$6.9K	0.04%	299
2024 Q3	$96K	Hold	1,838	–	–	0.04%	285
2024 Q2	$89.7K	Hold	1,838	–	–	0.04%	281
2024 Q1	$93.8K	Hold	1,838	–	–	0.05%	281
2023 Q4	$87.2K	Buy	1,838 +1,370	+293%	+$60.3K	0.04%	284
2023 Q3	$19.8K	Hold	468	–	–	0.01%	445
2023 Q2	$21.4K	Buy	+468	New	+$21.3K	0.01%	433

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

Caldwell Sutter Capital's EZU Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShare MSCI Eurozone ETF (EZU) stake by 5.1% in Q2 2026, selling an estimated $5.26K and leaving 1,466 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #303.

Caldwell Sutter Capital first reported a position in EZU in Q2 2023 and has held it in 13 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Caldwell Sutter Capital held 1,466 shares of iShare MSCI Eurozone ETF worth $102K as of Q2 2026.
Caldwell Sutter Capital sold 78 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $5.26K.
iShare MSCI Eurozone ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #303 holding.
Caldwell Sutter Capital first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and has held it in 13 quarters since.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.