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 Q1	$257K	Buy	+4,103	New	+$269K	0.01%	958

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 $115B AUM 41.58% 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 $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's EZU Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShare MSCI Eurozone ETF (EZU) in Q1 2026: 4,103 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #958 among its holdings.

365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

Mount Yale Investment Advisors held 4,103 shares of iShare MSCI Eurozone ETF worth $257K as of Q1 2026.
iShare MSCI Eurozone ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShare MSCI Eurozone ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #958 holding.
365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.