Integrated Wealth Concepts’s iShare MSCI Eurozone ETF EZU Stock Holding History

Integrated Wealth Concepts’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	$236K	Sell	3,399 -4	-0.1%	-$270	﹤0.01%	2135
2026 Q1	$213K	Buy	+3,403	New	+$223K	﹤0.01%	2075
2023 Q4	–	Sell	-6,198	Closed	-$262K	–	1621
2023 Q3	$262K	Buy	6,198 +378	+6%	+$16.9K	﹤0.01%	1292
2023 Q2	$267K	Buy	+5,820	New	+$265K	﹤0.01%	1287
2022 Q1	–	Sell	-8,143	Closed	-$399K	–	983
2021 Q4	$399K	Buy	8,143 +1,588	+24%	+$78.2K	0.01%	667
2021 Q3	$315K	Buy	6,555 +706	+12%	+$35.3K	0.01%	727
2021 Q2	$289K	Sell	5,849 -775	-12%	-$38.4K	0.01%	669
2021 Q1	$308K	Sell	6,624 -252	-4%	-$11.4K	0.01%	586
2020 Q4	$303K	Sell	6,876 -249	-3%	-$10.3K	0.01%	511
2020 Q3	$270K	Buy	+7,125	New	+$276K	0.02%	477

Other funds holding EZU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Integrated Wealth Concepts's EZU Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.12% in Q2 2026, selling an estimated $270 and leaving 3,399 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Integrated Wealth Concepts first reported a position in EZU in Q3 2020 and has held it in 10 quarters since. The position peaked at $399K in Q4 2021. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Integrated Wealth Concepts held 3,399 shares of iShare MSCI Eurozone ETF worth $236K as of Q2 2026.
Integrated Wealth Concepts sold 4 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $270.
iShare MSCI Eurozone ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2135 holding.
Integrated Wealth Concepts first reported a position in iShare MSCI Eurozone ETF in Q3 2020 and has held it in 10 quarters since.
Integrated Wealth Concepts's iShare MSCI Eurozone ETF position peaked at $399K in Q4 2021.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.