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Joel Isaacson & Co’s iShare MSCI Eurozone ETF EZU Stock Holding History

Joel Isaacson & Co’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 		$389K Buy
5,596
+97
+2% +$6.54K 0.01% 342
2026
Q1 		$344K Hold
5,499
– – 0.01% 339
2025
Q4 		$352K Buy
5,499
+52
+1% +$3.26K 0.01% 334
2025
Q3 		$337K Hold
5,447
– – 0.01% 325
2025
Q2 		$324K Buy
5,447
+113
+2% +$6.39K 0.01% 319
2025
Q1 		$284K Hold
5,334
– – 0.01% 329
2024
Q4 		$252K Buy
5,334
+37
+0.7% +$1.81K 0.01% 326
2024
Q3 		$277K Hold
5,297
– – 0.01% 299
2024
Q2 		$259K Buy
5,297
+112
+2% +$5.66K 0.01% 296
2024
Q1 		$265K Hold
5,185
– – 0.01% 289
2023
Q4 		$246K Buy
5,185
+37
+0.7% +$1.63K 0.02% 274
2023
Q3 		$217K Hold
5,148
– – 0.01% 286
2023
Q2 		$236K Buy
5,148
+96
+2% +$4.37K 0.02% 288
2023
Q1 		$228K Buy
+5,052
New +$220K 0.02% 292
2022
Q2 		– Sell
-4,903
Closed -$205K – 306
2022
Q1 		$205K Buy
4,903
+586
+14% +$26.7K 0.02% 293
2021
Q4 		$212K Buy
4,317
+54
+1% +$2.66K 0.01% 291
2021
Q3 		$205K Hold
4,263
– – 0.02% 293
2021
Q2 		$210K Sell
4,263
-259
-6% -$12.8K 0.02% 276
2021
Q1 		$210K Buy
+4,522
New +$205K 0.02% 255
2017
Q1 		– Sell
-1,384
Closed -$48K – 292
2016
Q4 		$48K Buy
1,384
+9
+0.7% +$304 0.01% 312
2016
Q3 		$47K Hold
1,375
– – 0.01% 330
2016
Q2 		$44K Buy
+1,375
New +$47.1K 0.01% 339

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

Joel Isaacson & Co's EZU Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShare MSCI Eurozone ETF (EZU) stake by 1.8% in Q2 2026, buying an estimated $6.54K and bringing the position to 5,596 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #342.

Joel Isaacson & Co first reported a position in EZU in Q2 2016 and has held it in 22 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Joel Isaacson & Co held 5,596 shares of iShare MSCI Eurozone ETF worth $389K as of Q2 2026.
  • Joel Isaacson & Co bought 97 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $6.54K.
  • iShare MSCI Eurozone ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #342 holding.
  • Joel Isaacson & Co first reported a position in iShare MSCI Eurozone ETF in Q2 2016 and has held it in 22 quarters since.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.