Cerity Partners
EZU icon

Cerity Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Cerity Partners’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
Q1 		$2.26M Buy
36,112
+19,318
+115% +$1.27M ﹤0.01% 1417
2025
Q4 		$1.08M Buy
16,794
+622
+4% +$39K ﹤0.01% 1683
2025
Q3 		$1M Sell
16,172
-2,927
-15% -$176K ﹤0.01% 1600
2025
Q2 		$1.14M Sell
19,099
-3,441
-15% -$195K ﹤0.01% 1462
2025
Q1 		$1.2M Buy
22,540
+15,559
+223% +$808K ﹤0.01% 1349
2024
Q4 		$330K Sell
6,981
-6,292
-47% -$308K ﹤0.01% 1987
2024
Q3 		$693K Sell
13,273
-235,239
-95% -$11.8M ﹤0.01% 1602
2024
Q2 		$12.1M Sell
248,512
-59,683
-19% -$3.02M 0.03% 373
2024
Q1 		$15.7M Buy
308,195
+1,627
+0.5% +$78.5K 0.04% 347
2023
Q4 		$14.5M Buy
+306,568
New +$13.5M 0.05% 305
2023
Q3 		– Sell
-352,768
Closed -$16.2M – 1493
2023
Q2 		$16.2M Buy
352,768
+6,472
+2% +$295K 0.06% 269
2023
Q1 		$15.6M Sell
346,296
-569
-0.2% -$24.8K 0.04% 283
2022
Q4 		$13.7M Buy
346,865
+339,145
+4,393% +$12.7M 0.09% 217
2022
Q3 		$247K Sell
7,720
-357,596
-98% -$12.9M ﹤0.01% 975
2022
Q2 		$13.3M Buy
365,316
+8,040
+2% +$322K 0.15% 140
2022
Q1 		$15.5M Buy
357,276
+5,959
+2% +$271K 0.24% 83
2021
Q4 		$17.2M Buy
351,317
+342,887
+4,067% +$16.9M 0.26% 77
2021
Q3 		$406K Hold
8,430
– – 0.01% 504
2021
Q2 		$416K Buy
8,430
+414
+5% +$20.5K 0.01% 509
2021
Q1 		$372K Sell
8,016
-1,200
-13% -$54.5K 0.01% 502
2020
Q4 		$406K Hold
9,216
– – 0.01% 447
2020
Q3 		$349K Hold
9,216
– – 0.01% 377
2020
Q2 		$336K Sell
9,216
-2,879
-24% -$96.3K 0.02% 338
2020
Q1 		$369K Sell
12,095
-186
-2% -$7.04K 0.02% 316
2019
Q4 		$515K Buy
+12,281
New +$497K 0.03% 331
2018
Q1 		– Sell
-6,075
Closed -$264K – 545
2017
Q4 		$264K Buy
+6,075
New +$264K 0.02% 477

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cerity Partners's EZU Position: Q1 2026 in Review

Cerity Partners increased its iShare MSCI Eurozone ETF (EZU) stake by 115% in Q1 2026, buying an estimated $1.27M and bringing the position to 36,112 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Cerity Partners first reported a position in EZU in Q4 2017 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2021. 364 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Cerity Partners held 36,112 shares of iShare MSCI Eurozone ETF worth $2.26M as of Q1 2026.
  • Cerity Partners bought 19,318 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $1.27M.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1417 holding.
  • Cerity Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2017 and has held it in 26 quarters since.
  • Cerity Partners's iShare MSCI Eurozone ETF position peaked at $17.2M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.