Insigneo Advisory Services’s iShare MSCI Eurozone ETF EZU Stock Holding History

Insigneo Advisory Services’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 Q1	$2.66M	Sell	42,538 -457	-1%	-$29.9K	0.19%	99
2025 Q4	$2.76M	Buy	42,995 +30,416	+242%	+$1.91M	0.2%	98
2025 Q3	$779K	Hold	12,579	–	–	0.05%	252
2025 Q2	$748K	Buy	12,579 +3,375	+37%	+$191K	0.06%	237
2025 Q1	$490K	Sell	9,204 -5,184	-36%	-$269K	0.05%	313
2024 Q4	$679K	Buy	14,388 +3,318	+30%	+$162K	0.07%	229
2024 Q3	$578K	Sell	11,070 -88	-0.8%	-$4.4K	0.06%	282
2024 Q2	$524K	Sell	11,158 -14,443	-56%	-$730K	0.06%	285
2024 Q1	$1.31M	Sell	25,601 -2,560	-9%	-$124K	0.16%	126
2023 Q4	$1.34M	Sell	28,161 -1,912	-6%	-$84.2K	0.19%	112
2023 Q3	$1.27M	Buy	30,073 +16,286	+118%	+$730K	0.26%	84
2023 Q2	$632K	Buy	+13,787	New	+$628K	0.12%	162

Other funds holding EZU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Insigneo Advisory Services's EZU Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShare MSCI Eurozone ETF (EZU) stake by 1.1% in Q1 2026, selling an estimated $29.9K and leaving 42,538 shares worth $2.66M. The position accounts for 0.19% of the portfolio, ranked #99.

Insigneo Advisory Services first reported a position in EZU in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.76M in Q4 2025. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

Insigneo Advisory Services held 42,538 shares of iShare MSCI Eurozone ETF worth $2.66M as of Q1 2026.
Insigneo Advisory Services sold 457 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $29.9K.
iShare MSCI Eurozone ETF made up 0.19% of Insigneo Advisory Services's portfolio in Q1 2026, its #99 holding.
Insigneo Advisory Services first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and has held it in 12 quarters since.
Insigneo Advisory Services's iShare MSCI Eurozone ETF position peaked at $2.76M in Q4 2025.
365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.