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Endowment Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Endowment Wealth 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 		$3.91M Buy
56,250
+4,356
+8% +$294K 1.51% 20
2026
Q1 		$3.25M Buy
51,894
+1,789
+4% +$117K 1.44% 21
2025
Q4 		$3.21M Buy
50,105
+16,921
+51% +$1.06M 1.48% 18
2025
Q3 		$2.06M Buy
33,184
+754
+2% +$45.3K 0.93% 32
2025
Q2 		$1.93M Sell
32,430
-1,131
-3% -$63.9K 0.99% 25
2025
Q1 		$1.79M Sell
33,561
-875
-3% -$45.5K 1.15% 23
2024
Q4 		$1.63M Sell
34,436
-21,590
-39% -$1.06M 1.09% 25
2024
Q3 		$2.93M Buy
56,026
+2,947
+6% +$147K 1.92% 12
2024
Q2 		$2.59M Buy
53,079
+4,699
+10% +$238K 1.89% 13
2024
Q1 		$2.47M Sell
48,380
-3,186
-6% -$154K 1.85% 14
2023
Q4 		$2.45M Buy
51,566
+1,742
+3% +$76.7K 2.04% 12
2023
Q3 		$2.1M Buy
49,824
+5,323
+12% +$239K 1.89% 12
2023
Q2 		$2.04M Buy
44,501
+1,323
+3% +$60.3K 1.87% 11
2023
Q1 		$1.95M Buy
+43,178
New +$1.88M 1.96% 10

Other funds holding EZU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Endowment Wealth Management's EZU Position: Q2 2026 in Review

Endowment Wealth Management increased its iShare MSCI Eurozone ETF (EZU) stake by 8.4% in Q2 2026, buying an estimated $294K and bringing the position to 56,250 shares worth $3.91M. The position accounts for 1.51% of the portfolio, ranked #20.

Endowment Wealth Management first reported a position in EZU in Q1 2023 and has held it in 14 quarters since. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Endowment Wealth Management held 56,250 shares of iShare MSCI Eurozone ETF worth $3.91M as of Q2 2026.
  • Endowment Wealth Management bought 4,356 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $294K.
  • iShare MSCI Eurozone ETF made up 1.51% of Endowment Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Endowment Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q1 2023 and has held it in 14 quarters since.
  • 360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.