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BFC Planning, Inc.’s iShare MSCI Eurozone ETF EZU Stock Holding History

BFC Planning, Inc.’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 		$365K Buy
5,253
+2
+0% +$135 0.01% 722
2026
Q1 		$329K Hold
5,251
– – 0.01% 697
2025
Q4 		$337K Buy
5,251
+1
+0% +$63 0.01% 673
2025
Q3 		$325K Sell
5,250
-1,243
-19% -$74.6K 0.02% 504
2025
Q2 		$386K Sell
6,493
-929
-13% -$52.5K 0.03% 424
2025
Q1 		$395K Buy
7,422
+2,174
+41% +$113K 0.03% 391
2024
Q4 		$248K Buy
+5,248
New +$257K 0.02% 532

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 $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s EZU Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShare MSCI Eurozone ETF (EZU) stake by 0.04% in Q2 2026, buying an estimated $135 and bringing the position to 5,253 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #722.

BFC Planning, Inc. first reported a position in EZU in Q4 2024 and has held it in 7 quarters since. The position peaked at $395K in Q1 2025. 364 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • BFC Planning, Inc. held 5,253 shares of iShare MSCI Eurozone ETF worth $365K as of Q2 2026.
  • BFC Planning, Inc. bought 2 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $135.
  • iShare MSCI Eurozone ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #722 holding.
  • BFC Planning, Inc. first reported a position in iShare MSCI Eurozone ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s iShare MSCI Eurozone ETF position peaked at $395K in Q1 2025.
  • 364 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.