EWA
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EverSource Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

EverSource Wealth 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
Q1 		$20.1K Hold
321
– – ﹤0.01% 2502
2025
Q4 		$20.6K Hold
321
– – ﹤0.01% 2366
2025
Q3 		$19.9K Hold
321
– – ﹤0.01% 2359
2025
Q2 		$19.1K Hold
321
– – ﹤0.01% 2332
2025
Q1 		$17.1K Sell
321
-1
-0.3% -$52 ﹤0.01% 1781
2024
Q4 		$15.2K Buy
322
+1
+0.3% +$49 ﹤0.01% 1780
2024
Q3 		$16.8K Hold
321
– – ﹤0.01% 1583
2024
Q2 		$15.9K Sell
321
-456
-59% -$23K ﹤0.01% 1615
2024
Q1 		$38.3K Buy
777
+167
+27% +$8.06K ﹤0.01% 1087
2023
Q4 		$28.9K Buy
610
+336
+123% +$14.8K ﹤0.01% 1096
2023
Q3 		$11.6K Hold
274
– – ﹤0.01% 1363
2023
Q2 		$12.6K Buy
+274
New +$12.5K ﹤0.01% 1344

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 $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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 $564B AUM 30.12% 1-Year Est. Return