Concord Wealth Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Concord Wealth 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 Q2	$2.5K	Buy	+36	New	+$2.43K	﹤0.01%	729
2026 Q1	–	Sell	-36	Closed	-$2.31K	–	384
2025 Q4	$2.31K	Hold	36	–	–	﹤0.01%	695
2025 Q3	$2.23K	Hold	36	–	–	﹤0.01%	705
2025 Q2	$2.14K	Hold	36	–	–	﹤0.01%	715
2025 Q1	$1.92K	Hold	36	–	–	﹤0.01%	679
2024 Q4	$1.7K	Sell	36 -99	-73%	-$4.84K	﹤0.01%	728
2024 Q3	$7.05K	Hold	135	–	–	﹤0.01%	591
2024 Q2	$6.59K	Hold	135	–	–	﹤0.01%	547
2024 Q1	$6.89K	Hold	135	–	–	﹤0.01%	613
2023 Q4	$6.4K	Hold	135	–	–	﹤0.01%	613
2023 Q3	$5.7K	Hold	135	–	–	﹤0.01%	700
2023 Q2	$6.19K	Buy	+135	New	+$6.15K	﹤0.01%	672
2023 Q1	–	Sell	-135	Closed	-$5.33K	–	1072
2022 Q4	$5.33K	Buy	+135	New	+$5.04K	﹤0.01%	750
2022 Q3	–	Sell	-135	Closed	-$5K	–	476
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	815
2022 Q1	$6K	Buy	+135	New	+$6.14K	﹤0.01%	867

Other funds holding EZU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's EZU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShare MSCI Eurozone ETF (EZU) in Q2 2026: 36 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EZU as recently as Q4 2025.

Concord Wealth Partners first reported a position in EZU in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.05K in Q3 2024. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Concord Wealth Partners held 36 shares of iShare MSCI Eurozone ETF worth $2.5K as of Q2 2026.
iShare MSCI Eurozone ETF was a new Concord Wealth Partners position in Q2 2026.
iShare MSCI Eurozone ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #729 holding.
Concord Wealth Partners first reported a position in iShare MSCI Eurozone ETF in Q1 2022 and has held it in 15 quarters since.
Concord Wealth Partners's iShare MSCI Eurozone ETF position peaked at $7.05K in Q3 2024.
360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.