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Clearstead Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Clearstead 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 		$525K Sell
7,551
-7,499
-50% -$506K 0.01% 747
2026
Q1 		$943K Buy
15,050
+14,998
+28,842% +$983K 0.01% 535
2025
Q4 		$3.33K Hold
52
– – ﹤0.01% 2087
2025
Q3 		$3.22K Hold
52
– – ﹤0.01% 2316
2025
Q2 		$3.09K Sell
52
-46
-47% -$2.6K ﹤0.01% 2234
2025
Q1 		$5.22K Buy
98
+46
+88% +$2.39K ﹤0.01% 1741
2024
Q4 		$2.46K Hold
52
– – ﹤0.01% 1820
2024
Q3 		$2.72K Hold
52
– – ﹤0.01% 1807
2024
Q2 		$2.54K Hold
52
– – ﹤0.01% 1790
2024
Q1 		$2.7K Sell
52
-252
-83% -$12.2K ﹤0.01% 1277
2023
Q4 		$14.4K Sell
304
-937
-76% -$41.2K ﹤0.01% 995
2023
Q3 		$52.4K Buy
1,241
+937
+308% +$42K ﹤0.01% 688
2023
Q2 		$13.9K Buy
304
+52
+21% +$2.37K ﹤0.01% 942
2023
Q1 		$11.4K Buy
+252
New +$11K ﹤0.01% 932
2020
Q2 		– Sell
-221
Closed -$7K – 800
2020
Q1 		$7K Buy
+221
New +$8.36K ﹤0.01% 606

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

Clearstead Advisors's EZU Position: Q2 2026 in Review

Clearstead Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 50% in Q2 2026, selling an estimated $506K and leaving 7,551 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #747.

Clearstead Advisors first reported a position in EZU in Q1 2020 and has held it in 15 quarters since. The position peaked at $943K in Q1 2026. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Clearstead Advisors held 7,551 shares of iShare MSCI Eurozone ETF worth $525K as of Q2 2026.
  • Clearstead Advisors sold 7,499 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $506K.
  • iShare MSCI Eurozone ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #747 holding.
  • Clearstead Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2020 and has held it in 15 quarters since.
  • Clearstead Advisors's iShare MSCI Eurozone ETF position peaked at $943K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.