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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
Q2 		$13.4M Sell
193,261
-104,997
-35% -$7.08M 1.57% 11
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

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

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

Evolution Wealth Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 35% in Q2 2026, selling an estimated $7.08M and leaving 193,261 shares worth $13.4M. The position accounts for 1.57% of the portfolio, ranked #11.

Evolution Wealth Advisors first reported a position in EZU in Q4 2018 and has held it in 14 quarters since. The position peaked at $18.7M in Q1 2026. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Evolution Wealth Advisors held 193,261 shares of iShare MSCI Eurozone ETF worth $13.4M as of Q2 2026.
  • Evolution Wealth Advisors sold 104,997 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $7.08M.
  • iShare MSCI Eurozone ETF made up 1.57% of Evolution Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Evolution Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and has held it in 14 quarters since.
  • Evolution Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $18.7M in Q1 2026.
  • 360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.