Congress Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6M | Buy |
633,054
+28,503
| +5% | +$1.69M | 0.36% | 55 |
|
|
2025
Q1 | $32.2M | Sell |
604,551
-4,159
| -0.7% | -$221K | 0.39% | 57 |
|
|
2024
Q4 | $28.7M | Sell |
608,710
-351,876
| -37% | -$16.6M | 0.39% | 65 |
|
|
2024
Q3 | $50.2M | Sell |
960,586
-10,432
| -1% | -$545K | 0.67% | 22 |
|
|
2024
Q2 | $47.4M | Sell |
971,018
-27,081
| -3% | -$1.32M | 0.75% | 25 |
|
|
2024
Q1 | $51M | Sell |
998,099
-1,119
| -0.1% | -$57.1K | 0.88% | 19 |
|
|
2023
Q4 | $47.4M | Sell |
999,218
-436,773
| -30% | -$20.7M | 0.87% | 19 |
|
|
2023
Q3 | $60.7M | Sell |
1,435,991
-358,753
| -20% | -$15.2M | 1.25% | 13 |
|
|
2023
Q2 | $82.2M | Buy |
1,794,744
+224,628
| +14% | +$10.3M | 1.91% | 7 |
|
|
2023
Q1 | $70.8M | Buy |
1,570,116
+691,694
| +79% | +$31.2M | 1.71% | 10 |
|
|
2022
Q4 | $34.7M | Sell |
878,422
-53,982
| -6% | -$2.13M | 0.89% | 21 |
|
|
2022
Q3 | $29.8M | Buy |
932,404
+21,343
| +2% | +$683K | 0.8% | 22 |
|
|
2022
Q2 | $33.1M | Sell |
911,061
-558,025
| -38% | -$20.3M | 0.85% | 21 |
|
|
2022
Q1 | $63.6M | Buy |
1,469,086
+236,301
| +19% | +$10.2M | 1.39% | 15 |
|
|
2021
Q4 | $60.4M | Buy |
+1,232,785
| New | +$60.4M | 1.2% | 14 |
|