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Moneta Group Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Moneta Group Investment 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
2026
Q1 		$300K Sell
4,790
-47
-1% -$3.08K ﹤0.01% 624
2025
Q4 		$310K Sell
4,837
-57
-1% -$3.58K ﹤0.01% 623
2025
Q3 		$303K Hold
4,894
– – ﹤0.01% 617
2025
Q2 		$291K Buy
4,894
+88
+2% +$4.97K ﹤0.01% 570
2025
Q1 		$256K Buy
4,806
+99
+2% +$5.14K ﹤0.01% 561
2024
Q4 		$222K Sell
4,707
-208
-4% -$10.2K ﹤0.01% 607
2024
Q3 		$257K Sell
4,915
-931
-16% -$46.5K ﹤0.01% 559
2024
Q2 		$285K Sell
5,846
-754
-11% -$38.1K ﹤0.01% 496
2024
Q1 		$337K Buy
6,600
+1,558
+31% +$75.2K 0.01% 448
2023
Q4 		$239K Sell
5,042
-841
-14% -$37K ﹤0.01% 494
2023
Q3 		$248K Sell
5,883
-1,550
-21% -$69.5K 0.01% 440
2023
Q2 		$341K Sell
7,433
-5,160
-41% -$235K 0.01% 409
2023
Q1 		$568K Buy
12,593
+704
+6% +$30.7K 0.01% 296
2022
Q4 		$526K Buy
+11,889
New +$444K 0.01% 286

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moneta Group Investment Advisors's EZU Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.97% in Q1 2026, selling an estimated $3.08K and leaving 4,790 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Moneta Group Investment Advisors first reported a position in EZU in Q4 2022 and has held it in 14 quarters since. The position peaked at $568K in Q1 2023. 364 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Moneta Group Investment Advisors held 4,790 shares of iShare MSCI Eurozone ETF worth $300K as of Q1 2026.
  • Moneta Group Investment Advisors sold 47 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $3.08K.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #624 holding.
  • Moneta Group Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2022 and has held it in 14 quarters since.
  • Moneta Group Investment Advisors's iShare MSCI Eurozone ETF position peaked at $568K in Q1 2023.
  • 364 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.