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 Q3	$8.6M	Sell	127,731 -24,825	-16%	-$1.73M	0.33%	51
2026 Q2	$10.6M	Sell	152,556 -642	-0.4%	-$43.3K	0.43%	35
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	$9.8M	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%	+$9.9K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LCW Services Virginia Beach, Virginia $240M AUM 12.93% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Simon Quick Advisors's EZU Position: Q3 2026 in Review

Simon Quick Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 16% in Q3 2026, selling an estimated $1.73M and leaving 127,731 shares worth $8.6M. The position accounts for 0.33% of the portfolio, ranked #51.

Simon Quick Advisors first reported a position in EZU in Q4 2016 and has held it in 13 quarters since. The position peaked at $10.6M in Q2 2026. 95 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

Simon Quick Advisors held 127,731 shares of iShare MSCI Eurozone ETF worth $8.6M as of Q3 2026.
Simon Quick Advisors sold 24,825 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $1.73M.
iShare MSCI Eurozone ETF made up 0.33% of Simon Quick Advisors's portfolio in Q3 2026, its #51 holding.
Simon Quick Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2016 and has held it in 13 quarters since.
Simon Quick Advisors's iShare MSCI Eurozone ETF position peaked at $10.6M in Q2 2026.
95 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.