SSA
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SSA Swiss Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

SSA Swiss 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 		$1.31M Sell
20,869
-820
-4% -$53.7K 0.61% 52
2025
Q4 		$1.39M Hold
21,689
– – 0.65% 52
2025
Q3 		$1.34M Sell
21,689
-1,300
-6% -$78K 0.62% 51
2025
Q2 		$1.39M Sell
22,989
-20
-0.1% -$1.13K 0.67% 52
2025
Q1 		$1.23M Buy
+23,009
New +$1.2M 0.63% 52

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 $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B 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 $666B AUM 30.12% 1-Year Est. Return

SSA Swiss Advisors's EZU Position: Q1 2026 in Review

SSA Swiss Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 3.8% in Q1 2026, selling an estimated $53.7K and leaving 20,869 shares worth $1.31M. The position accounts for 0.61% of the portfolio, ranked #52.

SSA Swiss Advisors first reported a position in EZU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q2 2025. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • SSA Swiss Advisors held 20,869 shares of iShare MSCI Eurozone ETF worth $1.31M as of Q1 2026.
  • SSA Swiss Advisors sold 820 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $53.7K.
  • iShare MSCI Eurozone ETF made up 0.61% of SSA Swiss Advisors's portfolio in Q1 2026, its #52 holding.
  • SSA Swiss Advisors first reported a position in iShare MSCI Eurozone ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShare MSCI Eurozone ETF position peaked at $1.39M in Q2 2025.
  • 365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.