EFG Asset Management (Americas)’s iShare MSCI Eurozone ETF EZU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Hold
10,178
– – 0.11% 130
2025
Q2
$605K Buy
10,178
+212
+2% +$12K 0.11% 126
2025
Q1
$531K Hold
9,966
– – 0.11% 127
2024
Q4
$470K Buy
9,966
+69
+0.7% +$3.38K 0.09% 116
2024
Q3
$517K Hold
9,897
– – 0.1% 116
2024
Q2
$483K Buy
+9,897
New +$500K 0.09% 117
2024
Q1
– Sell
-9,688
Closed -$460K – 129
2023
Q4
$460K Buy
9,688
+71
+0.7% +$3.13K 0.1% 113
2023
Q3
$406K Hold
9,617
– – 0.1% 115
2023
Q2
$441K Buy
9,617
+183
+2% +$8.34K 0.1% 112
2023
Q1
$425K Hold
9,434
– – 0.1% 108
2022
Q4
$372K Buy
9,434
+41
+0.4% +$1.53K 0.09% 108
2022
Q3
$300K Hold
9,393
– – 0.08% 117
2022
Q2
$341K Buy
9,393
+230
+3% +$9.21K 0.08% 114
2022
Q1
$396K Buy
9,163
+22
+0.2% +$1K 0.07% 120
2021
Q4
$448K Buy
9,141
+115
+1% +$5.66K 0.08% 119
2021
Q3
$434K Hold
9,026
– – 0.08% 120
2021
Q2
$445K Buy
9,026
+84
+0.9% +$4.16K 0.08% 119
2021
Q1
$415K Hold
8,942
– – 0.08% 115
2020
Q4
$394K Buy
8,942
+125
+1% +$5.16K 0.08% 112
2020
Q3
$335K Hold
8,817
– – 0.08% 117
2020
Q2
$322K Buy
8,817
+76
+0.9% +$2.54K 0.08% 111
2020
Q1
$267K Hold
8,741
– – 0.09% 109
2019
Q4
$366K Hold
8,741
– – 0.1% 111
2019
Q3
$340K Hold
8,741
– – 0.1% 102
2019
Q2
$346K Hold
8,741
– – 0.1% 104
2019
Q1
$337K Buy
+8,741
New +$328K 0.1% 105
2016
Q4
– Sell
-3,260
Closed -$112K – 110
2016
Q3
$112K Buy
+3,260
New +$110K 0.05% 103
2015
Q3
– Sell
-5,862
Closed -$236K – 88
2015
Q2
$236K Buy
+5,862
New +$232K 0.14% 90
2015
Q1
– Sell
-2,634
Closed -$100K – 171
2014
Q4
$100K Buy
+2,634
New +$97.9K 0.06% 126

Other funds holding EZU

EFG Asset Management (Americas)'s EZU Position: Q3 2025 in Review

EFG Asset Management (Americas) held its iShare MSCI Eurozone ETF (EZU) position steady in Q3 2025 at 10,178 shares worth $630K. The position accounts for 0.11% of the portfolio, ranked #130.

EFG Asset Management (Americas) first reported a position in EZU in Q4 2014 and has held it in 29 quarters since. 326 funds tracked by Wall St. Rank hold EZU as of Q3 2025.

  • EFG Asset Management (Americas) held 10,178 shares of iShare MSCI Eurozone ETF worth $630K as of Q3 2025.
  • EFG Asset Management (Americas) left its iShare MSCI Eurozone ETF share count unchanged in Q3 2025.
  • iShare MSCI Eurozone ETF made up 0.11% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #130 holding.
  • EFG Asset Management (Americas) first reported a position in iShare MSCI Eurozone ETF in Q4 2014 and has held it in 29 quarters since.
  • 326 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.