Corient Private Wealth
EZU icon

Corient Private Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

Corient Private Wealth’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 		$8.48M Sell
192,959
-189,487
-50% -$12.4M 0.01% 676
2025
Q4 		$24.5M Buy
382,446
+183,120
+92% +$11.5M 0.02% 514
2025
Q3 		$12.3M Sell
199,326
-2,396,409
-92% -$144M 0.02% 485
2025
Q2 		$154M Buy
2,595,735
+2,458,334
+1,789% +$139M 0.21% 104
2025
Q1 		$7.32M Sell
137,401
-93,829
-41% -$4.88M 0.01% 580
2024
Q4 		$6.87M Sell
231,230
-20,526
-8% -$1M 0.01% 611
2024
Q3 		$13.1M Sell
251,756
-8,579
-3% -$429K 0.02% 496
2024
Q2 		$12.7M Sell
260,335
-29,524
-10% -$1.49M 0.02% 473
2024
Q1 		$14.8M Sell
289,859
-5,223
-2% -$252K 0.03% 446
2023
Q4 		$14M Sell
295,082
-7,669
-3% -$338K 0.03% 457
2023
Q3 		$12.8M Buy
302,751
+46,309
+18% +$2.08M 0.03% 436
2023
Q2 		$11.8M Sell
256,442
-12,001
-4% -$547K 0.03% 449
2023
Q1 		$12.1M Buy
268,443
+92,070
+52% +$4.02M 0.03% 407
2022
Q4 		$6.96M Buy
+176,373
New +$6.59M 0.03% 427

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's EZU Position: Q1 2026 in Review

Corient Private Wealth reduced its iShare MSCI Eurozone ETF (EZU) stake by 50% in Q1 2026, selling an estimated $12.4M and leaving 192,959 shares worth $8.48M. The position accounts for 0.01% of the portfolio, ranked #676.

Corient Private Wealth first reported a position in EZU in Q4 2022 and has held it in 14 quarters since. The position peaked at $154M in Q2 2025. 364 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Corient Private Wealth held 192,959 shares of iShare MSCI Eurozone ETF worth $8.48M as of Q1 2026.
  • Corient Private Wealth sold 189,487 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $12.4M.
  • iShare MSCI Eurozone ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #676 holding.
  • Corient Private Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShare MSCI Eurozone ETF position peaked at $154M in Q2 2025.
  • 364 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.