Root Financial Partners
EZU icon

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
Q3 		$9.8K Buy
+146
New +$10.2K ﹤0.01% 1921
2026
Q2 		– Sell
-65
Closed -$4.07K – 1312
2026
Q1 		$4.07K Sell
65
-68
-51% -$4.46K ﹤0.01% 2021
2025
Q4 		$8.52K Buy
+133
New +$8.34K ﹤0.01% 1568

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return

Root Financial Partners's EZU Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShare MSCI Eurozone ETF (EZU) in Q3 2026: 146 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #1921 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EZU as recently as Q1 2026.

Root Financial Partners first reported a position in EZU in Q4 2025 and has held it in 3 quarters since. 320 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Root Financial Partners held 146 shares of iShare MSCI Eurozone ETF worth $9.8K as of Q3 2026.
  • iShare MSCI Eurozone ETF was a new Root Financial Partners position in Q3 2026.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1921 holding.
  • Root Financial Partners first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • 320 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.