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KIM
Karpus Investment Management’s
iShare MSCI Eurozone ETF
EZU
Stock Holding History
Karpus Investment 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
Q1
$17.6M
Buy
280,297
+70,278
+33%
+$4.6M
0.55%
47
2025
Q4
$13.5M
Buy
210,019
+16,722
+9%
+$1.05M
0.41%
67
2025
Q3
$12M
Buy
193,297
+55,837
+41%
+$3.35M
0.38%
70
2025
Q2
$8.17M
Buy
+137,460
New
+$7.77M
0.26%
90
2016
Q1
–
Sell
-25,785
Closed
-$904K
–
198
2015
Q4
$904K
Sell
25,785
-14,875
-37%
-$537K
0.04%
156
2015
Q3
$1.4M
Sell
40,660
-36,101
-47%
-$1.34M
0.06%
141
2015
Q2
$2.88M
Sell
76,761
-15,161
-16%
-$599K
0.14%
115
2015
Q1
$3.55M
Sell
91,922
-33,114
-26%
-$1.24M
0.17%
99
2014
Q4
$4.54M
Sell
125,036
-206,626
-62%
-$7.68M
0.22%
92
2014
Q3
$12.8M
Sell
331,662
-70,588
-18%
-$2.83M
0.62%
52
2014
Q2
$17M
Sell
402,250
-44,243
-10%
-$1.9M
0.82%
35
2014
Q1
$18.9M
Sell
446,493
-36,711
-8%
-$1.51M
0.98%
26
2013
Q4
$20M
Buy
483,204
+78,848
+19%
+$3.12M
1.11%
22
2013
Q3
$15.3M
Buy
404,356
+42,042
+12%
+$1.5M
0.97%
29
2013
Q2
$11.8M
Buy
+362,314
New
+$12.4M
0.82%
37
Other funds holding EZU
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$761B 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
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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