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 Q2	$299K	Sell	4,300 -7	-0.2%	-$472	0.08%	127
2026 Q1	$270K	Sell	4,307 -59	-1%	-$3.87K	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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stone Summit Wealth's EZU Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.16% in Q2 2026, selling an estimated $472 and leaving 4,300 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #127.

Stone Summit Wealth first reported a position in EZU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q2 2023. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Stone Summit Wealth held 4,300 shares of iShare MSCI Eurozone ETF worth $299K as of Q2 2026.
Stone Summit Wealth sold 7 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $472.
iShare MSCI Eurozone ETF made up 0.08% of Stone Summit Wealth's portfolio in Q2 2026, its #127 holding.
Stone Summit Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and has held it in 19 quarters since.
Stone Summit Wealth's iShare MSCI Eurozone ETF position peaked at $1.73M in Q2 2023.
360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.