Meridian Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Meridian Wealth 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	$286K	Sell	4,564 -598	-12%	-$39.2K	0.01%	654
2025 Q4	$331K	Buy	5,162 +11	+0.2%	+$690	0.01%	594
2025 Q3	$319K	Sell	5,151 -2,123	-29%	-$127K	0.01%	569
2025 Q2	$432K	Sell	7,274 -1,451	-17%	-$82K	0.02%	484
2025 Q1	$465K	Sell	8,725 -1,478	-14%	-$76.8K	0.02%	426
2024 Q4	$482K	Sell	10,203 -4,914	-33%	-$240K	0.02%	420
2024 Q3	$790K	Buy	+15,117	New	+$755K	0.04%	325
2024 Q2	–	Sell	-9,527	Closed	-$486K	–	362
2024 Q1	$486K	Sell	9,527 -4,531	-32%	-$219K	0.08%	139
2023 Q4	$667K	Sell	14,058 -30,684	-69%	-$1.35M	0.04%	331
2023 Q3	$1.89M	Buy	+44,742	New	+$2M	0.12%	161

Other funds holding EZU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T 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 $871B 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 $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Management's EZU Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShare MSCI Eurozone ETF (EZU) stake by 12% in Q1 2026, selling an estimated $39.2K and leaving 4,564 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #654.

Meridian Wealth Management first reported a position in EZU in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2023. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

Meridian Wealth Management held 4,564 shares of iShare MSCI Eurozone ETF worth $286K as of Q1 2026.
Meridian Wealth Management sold 598 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $39.2K.
iShare MSCI Eurozone ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #654 holding.
Meridian Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q3 2023 and has held it in 10 quarters since.
Meridian Wealth Management's iShare MSCI Eurozone ETF position peaked at $1.89M in Q3 2023.
365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.