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Proquility Private Wealth Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Proquility Private Wealth Partners’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
2025
Q1 		$8.68M Buy
163,007
+3,536
+2% +$184K 2.68% 8
2024
Q4 		$7.53M Sell
159,471
-2,180
-1% -$107K 2.42% 12
2024
Q3 		$8.44M Sell
161,651
-14,805
-8% -$740K 2.7% 8
2024
Q2 		$8.62M Sell
176,456
-7
-0% -$354 2.94% 7
2024
Q1 		$9.01M Buy
176,463
+6,511
+4% +$314K 3.09% 7
2023
Q4 		$8.06M Sell
169,952
-30,639
-15% -$1.35M 3.06% 7
2023
Q3 		$8.47M Sell
200,591
-1,225
-0.6% -$54.9K 3.48% 5
2023
Q2 		$9.25M Buy
201,816
+3,391
+2% +$154K 3.62% 5
2023
Q1 		$8.95M Buy
198,425
+18,462
+10% +$806K 3.55% 5
2022
Q4 		$7.1M Sell
179,963
-40,509
-18% -$1.51M 2.92% 9
2022
Q3 		$7.05M Buy
220,472
+12,843
+6% +$462K 3.24% 6
2022
Q2 		$7.55M Sell
207,629
-7,319
-3% -$293K 3.24% 6
2022
Q1 		$8.23M Buy
214,948
+14,696
+7% +$669K 3.44% 6
2021
Q4 		$9.6M Buy
200,252
+21,417
+12% +$1.05M 3.38% 6
2021
Q3 		$8.61M Sell
178,835
-10,345
-5% -$517K 3.26% 5
2021
Q2 		$9.34M Sell
189,180
-2,337
-1% -$116K 3.51% 4
2021
Q1 		$8.89M Buy
191,517
+36,647
+24% +$1.66M 3.55% 5
2020
Q4 		$6.83M Buy
+154,870
New +$6.39M 3.12% 8

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Proquility Private Wealth Partners's EZU Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its iShare MSCI Eurozone ETF (EZU) stake by 2.2% in Q1 2025, buying an estimated $184K and bringing the position to 163,007 shares worth $8.68M. The position accounts for 2.68% of the portfolio, ranked #8.

Proquility Private Wealth Partners first reported a position in EZU in Q4 2020 and has held it in 18 quarters since. The position peaked at $9.6M in Q4 2021. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • Proquility Private Wealth Partners held 163,007 shares of iShare MSCI Eurozone ETF worth $8.68M as of Q1 2025.
  • Proquility Private Wealth Partners bought 3,536 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $184K.
  • iShare MSCI Eurozone ETF made up 2.68% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #8 holding.
  • Proquility Private Wealth Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's iShare MSCI Eurozone ETF position peaked at $9.6M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.