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Root Financial Partners’s iShare MSCI Eurozone ETF EZU Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-65
Closed -$4.07K – 1312
2026
Q1 		$4.07K Sell
65
-68
-51% -$4.46K ﹤0.01% 2021
2025
Q4 		$8.53K Buy
+133
New +$8.34K ﹤0.01% 1568

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

Root Financial Partners's EZU Position: Q2 2026 in Review

Root Financial Partners sold out of iShare MSCI Eurozone ETF (EZU) in Q2 2026, closing a stake of 65 shares — an estimated $4.07K sold.

Root Financial Partners first reported a position in EZU in Q4 2025 and held it in 2 quarters. The position peaked at $8.53K in Q4 2025. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Root Financial Partners reported no remaining iShare MSCI Eurozone ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 65 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $4.07K.
  • Root Financial Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's iShare MSCI Eurozone ETF position peaked at $8.53K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.