CAPTRUST Financial Advisors
EZU icon

CAPTRUST Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

CAPTRUST Financial 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 		$353K Sell
5,081
-1,121
-18% -$75.6K ﹤0.01% 2451
2026
Q1 		$388K Hold
6,202
– – ﹤0.01% 2204
2025
Q4 		$398K Buy
6,202
+2,520
+68% +$158K ﹤0.01% 2046
2025
Q3 		$228K Sell
3,682
-243
-6% -$14.6K ﹤0.01% 2341
2025
Q2 		$233K Buy
+3,925
New +$222K ﹤0.01% 2201
2022
Q3 		– Sell
-213
Closed -$8K – 2705
2022
Q2 		$8K Sell
213
-13,000
-98% -$521K ﹤0.01% 3865
2022
Q1 		$572K Buy
13,213
+12,000
+989% +$546K ﹤0.01% 1087
2021
Q4 		$60K Buy
1,213
+213
+21% +$10.5K ﹤0.01% 2537
2021
Q3 		$48K Hold
1,000
– – ﹤0.01% 2609
2021
Q2 		$49K Buy
+1,000
New +$49.5K ﹤0.01% 2524
2020
Q3 		– Sell
-72
Closed -$3K – 3105
2020
Q2 		$3K Buy
+72
New +$2.41K ﹤0.01% 2508
2019
Q4 		– Sell
-1,061
Closed -$41K – 1259
2019
Q3 		$41K Buy
1,061
+161
+18% +$6.21K ﹤0.01% 1058
2019
Q2 		$36K Buy
900
+600
+200% +$23.6K ﹤0.01% 1088
2019
Q1 		$12K Sell
300
-140
-32% -$5.26K ﹤0.01% 1337
2018
Q4 		$15K Buy
440
+140
+47% +$5.23K ﹤0.01% 1102
2018
Q3 		$12K Sell
300
-600
-67% -$24.9K ﹤0.01% 1170
2018
Q2 		$37K Hold
900
– – ﹤0.01% 753
2018
Q1 		$38K Buy
900
+300
+50% +$13.3K ﹤0.01% 673
2017
Q4 		$26K Hold
600
– – ﹤0.01% 721
2017
Q3 		$26K Buy
+600
New +$25.1K ﹤0.01% 336
2016
Q1 		– Sell
-1,955
Closed -$69K – 226
2015
Q4 		$69K Buy
+1,955
New +$70.6K 0.01% 108

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

CAPTRUST Financial Advisors's EZU Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 18% in Q2 2026, selling an estimated $75.6K and leaving 5,081 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

CAPTRUST Financial Advisors first reported a position in EZU in Q4 2015 and has held it in 21 quarters since. The position peaked at $572K in Q1 2022. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • CAPTRUST Financial Advisors held 5,081 shares of iShare MSCI Eurozone ETF worth $353K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 1,121 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $75.6K.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2451 holding.
  • CAPTRUST Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2015 and has held it in 21 quarters since.
  • CAPTRUST Financial Advisors's iShare MSCI Eurozone ETF position peaked at $572K in Q1 2022.
  • 360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.