Contravisory Investment Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Contravisory Investment 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 Q2	$1.31M	Buy	18,919 +468	+3%	+$31.6K	0.23%	74
2026 Q1	$1.16M	Sell	18,451 -884	-5%	-$57.9K	0.24%	62
2025 Q4	$1.24M	Buy	19,335 +98	+0.5%	+$6.15K	0.25%	52
2025 Q3	$1.19M	Buy	19,237 +1,005	+6%	+$60.3K	0.23%	56
2025 Q2	$1.08M	Buy	18,232 +906	+5%	+$51.2K	0.21%	60
2025 Q1	$923K	Buy	17,326 +613	+4%	+$31.9K	0.19%	69
2024 Q4	$789K	Buy	16,713 +161	+1%	+$7.87K	0.17%	76
2024 Q3	$865K	Buy	16,552 +361	+2%	+$18K	0.18%	73
2024 Q2	$791K	Buy	16,191 +683	+4%	+$34.5K	0.18%	75
2024 Q1	$792K	Sell	15,508 -547	-3%	-$26.4K	0.18%	70
2023 Q4	$762K	Buy	16,055 +943	+6%	+$41.5K	0.19%	72
2023 Q3	$638K	Buy	15,112 +962	+7%	+$43.1K	0.18%	69
2023 Q2	$648K	Buy	+14,150	New	+$645K	0.17%	71
2018 Q1	–	Sell	-1,961	Closed	-$85K	–	374
2017 Q4	$85K	Buy	1,961 +260	+15%	+$11.3K	0.03%	194
2017 Q3	$74K	Buy	+1,701	New	+$71.2K	0.03%	191
2017 Q1	–	Sell	-38	Closed	-$1K	–	305
2016 Q4	$1K	Buy	+38	New	+$1.28K	﹤0.01%	275

Other funds holding EZU

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return