Kovitz Investment Group Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Kovitz Investment Group Partners’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	$12.5M	Sell	180,019 -207,457	-54%	-$14M	0.28%	87
2026 Q1	$24.3M	Sell	387,476 -12,096	-3%	-$792K	0.56%	43
2025 Q4	$25.6M	Buy	399,572 +208,866	+110%	+$13.1M	0.57%	39
2025 Q3	$11.8M	Sell	190,706 -306,977	-62%	-$18.4M	0.05%	300
2025 Q2	$29.6M	Sell	497,683 -6,486	-1%	-$367K	0.13%	146
2025 Q1	$26.8M	Buy	504,169 +380,096	+306%	+$19.8M	0.13%	142
2024 Q4	$5.86M	Sell	124,073 -92,946	-43%	-$4.55M	0.03%	373
2024 Q3	$11.4M	Sell	217,019 -190,051	-47%	-$9.5M	0.08%	205
2024 Q2	$19.9M	Buy	+407,070	New	+$20.6M	0.17%	99

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

Kovitz Investment Group Partners's EZU Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShare MSCI Eurozone ETF (EZU) stake by 54% in Q2 2026, selling an estimated $14M and leaving 180,019 shares worth $12.5M. The position accounts for 0.28% of the portfolio, ranked #87.

Kovitz Investment Group Partners first reported a position in EZU in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.6M in Q2 2025. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Kovitz Investment Group Partners held 180,019 shares of iShare MSCI Eurozone ETF worth $12.5M as of Q2 2026.
Kovitz Investment Group Partners sold 207,457 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $14M.
iShare MSCI Eurozone ETF made up 0.28% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #87 holding.
Kovitz Investment Group Partners first reported a position in iShare MSCI Eurozone ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShare MSCI Eurozone ETF position peaked at $29.6M in Q2 2025.
360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.