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Marshall & Sterling Wealth Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-254
Closed -$15.7K – 445
2025
Q3 		$15.7K Buy
+254
New +$15.2K 0.01% 292

Other funds holding EZU

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EZU Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2025, closing a stake of 254 shares — an estimated $15.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in EZU in Q3 2025 and held it in 1 quarter. The position peaked at $15.7K in Q3 2025. 355 funds tracked by Wall St. Rank hold EZU as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 254 iShare MSCI Eurozone ETF shares in Q4 2025, an estimated $15.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's iShare MSCI Eurozone ETF position peaked at $15.7K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.