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Ehrlich Financial Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Ehrlich Financial Group’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
2025
Q1 		– Sell
-5,315
Closed -$251K – 105
2024
Q4 		$251K Buy
5,315
+15
+0.3% +$734 0.18% 92
2024
Q3 		$277K Buy
+5,300
New +$265K 0.2% 81
2024
Q2 		– Sell
-4,234
Closed -$216K – 103
2024
Q1 		$216K Sell
4,234
-2,120
-33% -$102K 0.18% 92
2023
Q4 		$301K Buy
+6,354
New +$280K 0.3% 71

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Ehrlich Financial Group's EZU Position: Q1 2025 in Review

Ehrlich Financial Group sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2025, closing a stake of 5,315 shares — an estimated $251K sold.

Ehrlich Financial Group first reported a position in EZU in Q4 2023 and held it in 4 quarters. The position peaked at $301K in Q4 2023. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • Ehrlich Financial Group reported no remaining iShare MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 5,315 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $251K.
  • Ehrlich Financial Group first reported a position in iShare MSCI Eurozone ETF in Q4 2023 and held it in 4 quarters.
  • Ehrlich Financial Group's iShare MSCI Eurozone ETF position peaked at $301K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on Ehrlich Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.