Ferguson Wellman Capital Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.06M Sell
29,622
-8,052
-21% -$543K 0.03% 179
2026
Q1
$2.36M Buy
+37,674
New +$2.47M 0.03% 158
2021
Q1
Sell
-42,977
Closed -$1.89M 358
2020
Q4
$1.89M Sell
42,977
-65,725
-60% -$2.71M 0.05% 187
2020
Q3
$4.12M Buy
108,702
+67,570
+164% +$2.62M 0.11% 131
2020
Q2
$1.5M Sell
41,132
-340
-0.8% -$11.4K 0.05% 169
2020
Q1
$1.26M Sell
41,472
-3,730
-8% -$141K 0.05% 174
2019
Q4
$1.9M Sell
45,202
-3,624
-7% -$147K 0.06% 172
2019
Q3
$1.9M Sell
48,826
-9,719
-17% -$375K 0.06% 163
2019
Q2
$2.32M Sell
58,545
-11,514
-16% -$454K 0.08% 147
2019
Q1
$2.7M Sell
70,059
-39,687
-36% -$1.49M 0.09% 145
2018
Q4
$3.85M Buy
109,746
+66,085
+151% +$2.47M 0.15% 128
2018
Q3
$1.79M Sell
43,661
-320
-0.7% -$13.3K 0.06% 167
2018
Q2
$1.8M Hold
43,981
0.06% 168
2018
Q1
$1.91M Sell
43,981
-260
-0.6% -$11.6K 0.07% 170
2017
Q4
$1.92M Sell
44,241
-7,973
-15% -$346K 0.07% 169
2017
Q3
$2.26M Hold
52,214
0.08% 154
2017
Q2
$2.11M Sell
52,214
-2,735
-5% -$109K 0.08% 154
2017
Q1
$2.07M Sell
54,949
-132,210
-71% -$4.75M 0.08% 153
2016
Q4
$6.48M Buy
187,159
+163,015
+675% +$5.51M 0.26% 97
2016
Q3
$833K Sell
24,144
-7,195
-23% -$243K 0.04% 177
2016
Q2
$1.01M Sell
31,339
-4,150
-12% -$142K 0.04% 171
2016
Q1
$1.22M Sell
35,489
-12,760
-26% -$421K 0.05% 165
2015
Q4
$1.69M Buy
48,249
+17,700
+58% +$639K 0.07% 176
2015
Q3
$1.05M Sell
30,549
-2,060
-6% -$76.2K 0.05% 192
2015
Q2
$1.22M Sell
32,609
-8,210
-20% -$324K 0.05% 194
2015
Q1
$1.57M Sell
40,819
-28,510
-41% -$1.07M 0.06% 184
2014
Q4
$2.52M Buy
69,329
+47,340
+215% +$1.76M 0.1% 160
2014
Q3
$847K Sell
21,989
-1,295
-6% -$52K 0.04% 198
2014
Q2
$985K Hold
23,284
0.04% 197
2014
Q1
$984K Sell
23,284
-560
-2% -$23K 0.04% 191
2013
Q4
$987K Buy
23,844
+669
+3% +$26.4K 0.04% 184
2013
Q3
$874K Buy
+23,175
New +$826K 0.04% 183

Other funds holding EZU

Ferguson Wellman Capital Management's EZU Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShare MSCI Eurozone ETF (EZU) stake by 21% in Q2 2026, selling an estimated $543K and leaving 29,622 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #179.

Ferguson Wellman Capital Management first reported a position in EZU in Q3 2013 and has held it in 32 quarters since. The position peaked at $6.48M in Q4 2016. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Ferguson Wellman Capital Management held 29,622 shares of iShare MSCI Eurozone ETF worth $2.06M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 8,052 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $543K.
  • iShare MSCI Eurozone ETF made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #179 holding.
  • Ferguson Wellman Capital Management first reported a position in iShare MSCI Eurozone ETF in Q3 2013 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShare MSCI Eurozone ETF position peaked at $6.48M in Q4 2016.
  • 360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.