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 Q2	$22.3K	Hold	321	–	–	﹤0.01%	2355
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

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

EverSource Wealth Advisors's EZU Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 321 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

EverSource Wealth Advisors first reported a position in EZU in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.3K in Q1 2024. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

EverSource Wealth Advisors held 321 shares of iShare MSCI Eurozone ETF worth $22.3K as of Q2 2026.
EverSource Wealth Advisors left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
iShare MSCI Eurozone ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2355 holding.
EverSource Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $38.3K in Q1 2024.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.