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Mount Yale Investment Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Mount Yale 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
Q2 		$285K Hold
4,103
– – 0.01% 994
2026
Q1 		$257K Buy
+4,103
New +$269K 0.01% 958

Other funds holding EZU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's EZU Position: Q2 2026 in Review

Mount Yale Investment Advisors held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 4,103 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #994.

Mount Yale Investment Advisors first reported a position in EZU in Q1 2026 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Mount Yale Investment Advisors held 4,103 shares of iShare MSCI Eurozone ETF worth $285K as of Q2 2026.
  • Mount Yale Investment Advisors left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShare MSCI Eurozone ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #994 holding.
  • Mount Yale Investment Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2026 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.