CSM Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

CSM Advisors’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	$50.1M	Hold	720,820	–	–	1.07%	16
2026 Q1	$45.2M	Buy	720,820 +220	+0%	+$14.4K	1.11%	16
2025 Q4	$46.2M	Hold	720,600	–	–	1.25%	13
2025 Q3	$44.6M	Hold	720,600	–	–	1.25%	12
2025 Q2	$42.8M	Sell	720,600 -720,600	-50%	-$40.7M	1.25%	10
2025 Q1	$76.7M	Buy	1,441,200 +378,200	+36%	+$19.7M	4.19%	6
2024 Q4	$50.2M	Buy	1,063,000 +531,500	+100%	+$26M	2.35%	11
2024 Q3	$27.8M	Hold	531,500	–	–	1.81%	11
2024 Q2	$25.9M	Hold	531,500	–	–	1.83%	12
2024 Q1	$27.1M	Hold	531,500	–	–	1.78%	17
2023 Q4	$25.2M	Buy	+531,500	New	+$23.4M	1.82%	14

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

CSM Advisors's EZU Position: Q2 2026 in Review

CSM Advisors held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 720,820 shares worth $50.1M. The position accounts for 1.07% of the portfolio, ranked #16.

CSM Advisors first reported a position in EZU in Q4 2023 and has held it in 11 quarters since. The position peaked at $76.7M in Q1 2025. 359 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

CSM Advisors held 720,820 shares of iShare MSCI Eurozone ETF worth $50.1M as of Q2 2026.
CSM Advisors left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
iShare MSCI Eurozone ETF made up 1.07% of CSM Advisors's portfolio in Q2 2026, its #16 holding.
CSM Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and has held it in 11 quarters since.
CSM Advisors's iShare MSCI Eurozone ETF position peaked at $76.7M in Q1 2025.
359 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.