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Private Wealth Management Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

Private Wealth Management Group’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 		$92.1K Hold
1,325
– – 0.02% 174
2026
Q1 		$83K Hold
1,325
– – 0.02% 146
2025
Q4 		$84.9K Buy
+1,325
New +$83.1K 0.02% 141

Other funds holding EZU

M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
WAM
Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Private Wealth Management Group's EZU Position: Q2 2026 in Review

Private Wealth Management Group held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 1,325 shares worth $92.1K. The position accounts for 0.02% of the portfolio, ranked #174.

Private Wealth Management Group first reported a position in EZU in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Private Wealth Management Group held 1,325 shares of iShare MSCI Eurozone ETF worth $92.1K as of Q2 2026.
  • Private Wealth Management Group left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShare MSCI Eurozone ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #174 holding.
  • Private Wealth Management Group first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.