Midwest Trust
EZU icon

Midwest Trust’s iShare MSCI Eurozone ETF EZU Stock Holding History

Midwest Trust’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
Q3 		$261K Hold
3,879
– – ﹤0.01% 573
2026
Q2 		$270K Buy
3,879
+400
+11% +$27K ﹤0.01% 549
2026
Q1 		$218K Hold
3,479
– – ﹤0.01% 567
2025
Q4 		$223K Buy
3,479
+140
+4% +$8.78K ﹤0.01% 564
2025
Q3 		$207K Buy
+3,339
New +$200K ﹤0.01% 573

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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Midwest Trust's EZU Position: Q3 2026 in Review

Midwest Trust held its iShare MSCI Eurozone ETF (EZU) position steady in Q3 2026 at 3,879 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Midwest Trust first reported a position in EZU in Q3 2025 and has held it in 5 quarters since. The position peaked at $270K in Q2 2026. 153 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Midwest Trust held 3,879 shares of iShare MSCI Eurozone ETF worth $261K as of Q3 2026.
  • Midwest Trust left its iShare MSCI Eurozone ETF share count unchanged in Q3 2026.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #573 holding.
  • Midwest Trust first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and has held it in 5 quarters since.
  • Midwest Trust's iShare MSCI Eurozone ETF position peaked at $270K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.