IFWM
EZU icon

Institute for Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Institute for Wealth Management’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 		$60.1K Buy
+865
New +$58.3K 0.01% 824
2020
Q1 		– Sell
-1,351
Closed -$57K – 476
2019
Q4 		$57K Buy
+1,351
New +$54.7K 0.01% 511

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 $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's EZU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShare MSCI Eurozone ETF (EZU) in Q2 2026: 865 shares worth $60.1K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EZU as recently as Q4 2019.

Institute for Wealth Management first reported a position in EZU in Q4 2019 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Institute for Wealth Management held 865 shares of iShare MSCI Eurozone ETF worth $60.1K as of Q2 2026.
  • iShare MSCI Eurozone ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShare MSCI Eurozone ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Institute for Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2019 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.