Caldwell Sutter Capital
EZU icon

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
Q3 		$98.7K Hold
1,466
– – 0.04% 308
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Caldwell Sutter Capital's EZU Position: Q3 2026 in Review

Caldwell Sutter Capital held its iShare MSCI Eurozone ETF (EZU) position steady in Q3 2026 at 1,466 shares worth $98.7K. The position accounts for 0.04% of the portfolio, ranked #308.

Caldwell Sutter Capital first reported a position in EZU in Q2 2023 and has held it in 14 quarters since. The position peaked at $102K in Q2 2026. 320 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Caldwell Sutter Capital held 1,466 shares of iShare MSCI Eurozone ETF worth $98.7K as of Q3 2026.
  • Caldwell Sutter Capital left its iShare MSCI Eurozone ETF share count unchanged in Q3 2026.
  • iShare MSCI Eurozone ETF made up 0.04% of Caldwell Sutter Capital's portfolio in Q3 2026, its #308 holding.
  • Caldwell Sutter Capital first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShare MSCI Eurozone ETF position peaked at $102K in Q2 2026.
  • 320 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.