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Patriot Financial Group Insurance Agency’s iShare MSCI Eurozone ETF EZU Stock Holding History

Patriot Financial Group Insurance Agency’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 		$326K Sell
4,690
-478
-9% -$32.2K 0.03% 375
2026
Q1 		$324K Buy
+5,168
New +$339K 0.02% 549
2017
Q3 		– Sell
-141
Closed -$6K – 920
2017
Q2 		$6K Buy
+141
New +$5.64K 0.01% 639
2017
Q1 		– Sell
-420
Closed -$15K – 826
2016
Q4 		$15K Buy
+420
New +$14.2K 0.02% 401

Other funds holding EZU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EZU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShare MSCI Eurozone ETF (EZU) stake by 9.2% in Q2 2026, selling an estimated $32.2K and leaving 4,690 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #375.

Patriot Financial Group Insurance Agency first reported a position in EZU in Q4 2016 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,690 shares of iShare MSCI Eurozone ETF worth $326K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 478 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $32.2K.
  • iShare MSCI Eurozone ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #375 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShare MSCI Eurozone ETF in Q4 2016 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.