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

Congress 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
2025 Q2	$37.6M	Buy	633,054 +28,503	+5%	+$1.61M	0.36%	55
2025 Q1	$32.2M	Sell	604,551 -4,159	-0.7%	-$216K	0.39%	57
2024 Q4	$28.7M	Sell	608,710 -351,876	-37%	-$17.2M	0.39%	65
2024 Q3	$50.2M	Sell	960,586 -10,432	-1%	-$521K	0.67%	22
2024 Q2	$47.4M	Sell	971,018 -27,081	-3%	-$1.37M	0.75%	25
2024 Q1	$51M	Sell	998,099 -1,119	-0.1%	-$54K	0.88%	19
2023 Q4	$47.4M	Sell	999,218 -436,773	-30%	-$19.2M	0.87%	19
2023 Q3	$60.7M	Sell	1,435,991 -358,753	-20%	-$16.1M	1.25%	13
2023 Q2	$82.2M	Buy	1,794,744 +224,628	+14%	+$10.2M	1.91%	7
2023 Q1	$70.8M	Buy	1,570,116 +691,694	+79%	+$30.2M	1.71%	10
2022 Q4	$34.7M	Sell	878,422 -53,982	-6%	-$2.02M	0.89%	21
2022 Q3	$29.8M	Buy	932,404 +21,343	+2%	+$767K	0.8%	22
2022 Q2	$33.1M	Sell	911,061 -558,025	-38%	-$22.3M	0.85%	21
2022 Q1	$63.6M	Buy	1,469,086 +236,301	+19%	+$10.8M	1.39%	15
2021 Q4	$60.4M	Buy	+1,232,785	New	+$60.7M	1.2%	14

Other funds holding EZU

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

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

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Congress Wealth Management's EZU Position: Q2 2025 in Review

Congress Wealth Management increased its iShare MSCI Eurozone ETF (EZU) stake by 4.7% in Q2 2025, buying an estimated $1.61M and bringing the position to 633,054 shares worth $37.6M. The position accounts for 0.36% of the portfolio, ranked #55.

Congress Wealth Management first reported a position in EZU in Q4 2021 and has held it in 15 quarters since. The position peaked at $82.2M in Q2 2023. 333 funds tracked by Wall St. Rank hold EZU as of Q2 2025.

Congress Wealth Management held 633,054 shares of iShare MSCI Eurozone ETF worth $37.6M as of Q2 2025.
Congress Wealth Management bought 28,503 iShare MSCI Eurozone ETF shares in Q2 2025, an estimated $1.61M.
iShare MSCI Eurozone ETF made up 0.36% of Congress Wealth Management's portfolio in Q2 2025, its #55 holding.
Congress Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShare MSCI Eurozone ETF position peaked at $82.2M in Q2 2023.
333 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.