Financial Management Professionals’s iShare MSCI Eurozone ETF EZU Stock Holding History

Financial Management Professionals’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	–	Sell	-17,293	Closed	-$1.08M	–	1070
2026 Q1	$1.08M	Buy	+17,293	New	+$1.13M	0.12%	61
2025 Q4	–	Sell	-16,115	Closed	-$998K	–	991
2025 Q3	$998K	Sell	16,115 -5,059	-24%	-$304K	0.1%	64
2025 Q2	$1.26M	Buy	+21,174	New	+$1.2M	0.14%	55
2024 Q2	–	Sell	-1,023	Closed	-$52K	–	931
2024 Q1	$52K	Buy	+1,023	New	+$49.4K	0.01%	276
2023 Q3	–	Sell	-101,050	Closed	-$4.63M	–	925
2023 Q2	$4.63M	Buy	+101,050	New	+$4.6M	0.77%	30
2022 Q2	–	Sell	-221,749	Closed	-$9.6M	–	988
2022 Q1	$9.6M	Buy	221,749 +16,271	+8%	+$741K	2.08%	13
2021 Q4	$10.1M	Sell	205,478 -4,654	-2%	-$229K	2.13%	14
2021 Q3	$10.1M	Sell	210,132 -30,862	-13%	-$1.54M	2.33%	15
2021 Q2	$11.9M	Buy	+240,994	New	+$11.9M	3.06%	8
2017 Q3	–	Sell	-126,598	Closed	-$5.1M	–	246
2017 Q2	$5.1M	Buy	+126,598	New	+$5.06M	2.32%	11

Other funds holding EZU

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return