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Stone Summit Wealth’s iShare MSCI Eurozone ETF EZU Stock Holding History

Stone Summit Wealth’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 		– Sell
-4,300
Closed -$299K – 138
2026
Q2 		$299K Sell
4,300
-7
-0.2% -$472 0.08% 127
2026
Q1 		$270K Sell
4,307
-59
-1% -$3.86K 0.08% 131
2025
Q4 		$280K Sell
4,366
-4
-0.1% -$251 0.08% 129
2025
Q3 		$271K Sell
4,370
-80
-2% -$4.8K 0.08% 128
2025
Q2 		$265K Hold
4,450
– – 0.08% 131
2025
Q1 		$237K Sell
4,450
-40
-0.9% -$2.08K 0.08% 138
2024
Q4 		$212K Sell
4,490
-600
-12% -$29.3K 0.07% 137
2024
Q3 		$266K Sell
5,090
-400
-7% -$20K 0.09% 131
2024
Q2 		$268K Sell
5,490
-461
-8% -$23.3K 0.1% 125
2024
Q1 		$304K Sell
5,951
-30,398
-84% -$1.47M 0.11% 125
2023
Q4 		$1.72M Sell
36,349
-3,108
-8% -$137K 0.66% 53
2023
Q3 		$1.67M Buy
39,457
+1,755
+5% +$78.6K 0.71% 50
2023
Q2 		$1.73M Sell
37,702
-132
-0.3% -$6.01K 0.72% 48
2023
Q1 		$1.71M Buy
37,834
+14,445
+62% +$630K 0.76% 46
2022
Q4 		$923K Buy
23,389
+1,648
+8% +$61.6K 0.45% 64
2022
Q3 		$696K Sell
21,741
-4,840
-18% -$174K 0.43% 66
2022
Q2 		$966K Buy
26,581
+1,710
+7% +$68.5K 0.58% 54
2022
Q1 		$1.08M Buy
24,871
+9,347
+60% +$425K 0.61% 53
2021
Q4 		$764K Buy
+15,524
New +$764K 0.62% 59

Other funds holding EZU

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
CC
Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Stone Summit Wealth's EZU Position: Q3 2026 in Review

Stone Summit Wealth sold out of iShare MSCI Eurozone ETF (EZU) in Q3 2026, closing a stake of 4,300 shares — an estimated $299K sold.

Stone Summit Wealth first reported a position in EZU in Q4 2021 and held it in 19 quarters. The position peaked at $1.73M in Q2 2023. 62 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Stone Summit Wealth reported no remaining iShare MSCI Eurozone ETF position as of Q3 2026 after selling out during the quarter.
  • Stone Summit Wealth sold 4,300 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $299K.
  • Stone Summit Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and held it in 19 quarters.
  • Stone Summit Wealth's iShare MSCI Eurozone ETF position peaked at $1.73M in Q2 2023.
  • 62 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.