Forthright Family Wealth Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

Forthright Family Wealth Advisory’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	-7,883	Closed	-$403K	–	69
2026 Q1	$403K	Buy	+7,883	New	+$516K	0.27%	46
2025 Q4	–	Sell	-8,579	Closed	-$531K	–	50
2025 Q3	$531K	Buy	8,579 +881	+11%	+$52.9K	0.33%	38
2025 Q2	$458K	Sell	7,698 -1,569	-17%	-$88.7K	0.29%	34
2025 Q1	$493K	Hold	9,267	–	–	0.33%	34
2024 Q4	$437K	Hold	9,267	–	–	0.28%	38
2024 Q3	$456K	Buy	9,267 +1,384	+18%	+$69.2K	0.29%	38
2024 Q2	$385K	Hold	7,883	–	–	0.25%	47
2024 Q1	$403K	Buy	+7,883	New	+$380K	0.27%	46

Other funds holding EZU

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

WAM

Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

APW

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

Forthright Family Wealth Advisory's EZU Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2026, closing a stake of 7,883 shares — an estimated $403K sold.

Forthright Family Wealth Advisory first reported a position in EZU in Q1 2024 and held it in 8 quarters. The position peaked at $531K in Q3 2025. 135 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining iShare MSCI Eurozone ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 7,883 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $403K.
Forthright Family Wealth Advisory first reported a position in iShare MSCI Eurozone ETF in Q1 2024 and held it in 8 quarters.
Forthright Family Wealth Advisory's iShare MSCI Eurozone ETF position peaked at $531K in Q3 2025.
135 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.