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Calton & Associates’s iShare MSCI Eurozone ETF EZU Stock Holding History

Calton & Associates’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 		$316K Sell
4,548
-38
-0.8% -$2.56K 0.05% 301
2026
Q1 		$287K Buy
4,586
+974
+27% +$63.8K 0.04% 329
2025
Q4 		$232K Buy
+3,612
New +$227K 0.03% 392
2018
Q1 		– Sell
-230
Closed -$10K – 631
2017
Q4 		$10K Buy
+230
New +$9.99K ﹤0.01% 1068

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

Calton & Associates's EZU Position: Q2 2026 in Review

Calton & Associates reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.83% in Q2 2026, selling an estimated $2.56K and leaving 4,548 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #301.

Calton & Associates first reported a position in EZU in Q4 2017 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Calton & Associates held 4,548 shares of iShare MSCI Eurozone ETF worth $316K as of Q2 2026.
  • Calton & Associates sold 38 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $2.56K.
  • iShare MSCI Eurozone ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #301 holding.
  • Calton & Associates first reported a position in iShare MSCI Eurozone ETF in Q4 2017 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.