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Simon Quick Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Simon Quick Advisors’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
Q1 		$9.6M Sell
153,198
-9,237
-6% -$605K 0.44% 42
2025
Q4 		$10.4M Sell
162,435
-330
-0.2% -$20.7K 0.45% 38
2025
Q3 		$10.1M Sell
162,765
-1,902
-1% -$114K 0.46% 37
2025
Q2 		$9.79M Buy
+164,667
New +$9.31M 0.5% 35
2018
Q3 		– Sell
-1,007
Closed -$41K – 319
2018
Q2 		$41K Hold
1,007
– – 0.02% 195
2018
Q1 		$44K Sell
1,007
-227
-18% -$10.1K 0.02% 181
2017
Q4 		$57K Buy
1,234
+227
+23% +$9.86K 0.03% 216
2017
Q3 		$44K Hold
1,007
– – 0.02% 288
2017
Q2 		$41K Hold
1,007
– – 0.02% 134
2017
Q1 		$38K Hold
1,007
– – 0.02% 173
2016
Q4 		$35K Buy
+1,007
New +$34K 0.03% 173

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return