Collaborative Wealth Management
EZU icon

Collaborative Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Collaborative Wealth Management’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 		– Sell
-23,161
Closed -$1.48M – 189
2025
Q4 		$1.48M Buy
+23,161
New +$1.45M 0.52% 44

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Collaborative Wealth Management's EZU Position: Q1 2026 in Review

Collaborative Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2026, closing a stake of 23,161 shares — an estimated $1.48M sold.

Collaborative Wealth Management first reported a position in EZU in Q4 2025 and held it in 1 quarter. The position peaked at $1.48M in Q4 2025. 370 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Collaborative Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 23,161 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $1.48M.
  • Collaborative Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's iShare MSCI Eurozone ETF position peaked at $1.48M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.