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

Evolution 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 		$18.7M Buy
298,258
+8,037
+3% +$527K 1.9% 10
2025
Q4 		$18.6M Buy
290,221
+6,498
+2% +$408K 1.88% 10
2025
Q3 		$17.6M Buy
283,723
+5,456
+2% +$327K 2.36% 10
2025
Q2 		$16.5M Buy
278,267
+270,392
+3,434% +$15.3M 2.42% 9
2025
Q1 		$419K Sell
7,875
-210
-3% -$10.9K 0.07% 98
2024
Q4 		$382K Sell
8,085
-56,785
-88% -$2.78M 0.06% 100
2024
Q3 		$3.39M Sell
64,870
-6,140
-9% -$307K 0.61% 33
2024
Q2 		$3.47M Sell
71,010
-135,842
-66% -$6.87M 0.68% 32
2024
Q1 		$10.6M Sell
206,852
-473
-0.2% -$22.8K 2.02% 10
2023
Q4 		$9.84M Sell
207,325
-3,335
-2% -$147K 1.98% 13
2023
Q3 		$8.9M Buy
+210,660
New +$9.44M 1.99% 12
2020
Q1 		– Sell
-2,122
Closed -$89K – 426
2019
Q4 		$89K Buy
+2,122
New +$85.9K 0.02% 115
2019
Q1 		– Sell
-1,915
Closed -$67K – 112
2018
Q4 		$67K Buy
+1,915
New +$71.5K 0.03% 87

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 $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B 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 $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's EZU Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShare MSCI Eurozone ETF (EZU) stake by 2.8% in Q1 2026, buying an estimated $527K and bringing the position to 298,258 shares worth $18.7M. The position accounts for 1.9% of the portfolio, ranked #10.

Evolution Wealth Advisors first reported a position in EZU in Q4 2018 and has held it in 13 quarters since. 364 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Evolution Wealth Advisors held 298,258 shares of iShare MSCI Eurozone ETF worth $18.7M as of Q1 2026.
  • Evolution Wealth Advisors bought 8,037 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $527K.
  • iShare MSCI Eurozone ETF made up 1.9% of Evolution Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Evolution Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and has held it in 13 quarters since.
  • 364 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.