SSW
EZU icon

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
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

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

Stone Summit Wealth's EZU Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShare MSCI Eurozone ETF (EZU) stake by 1.4% in Q1 2026, selling an estimated $3.87K and leaving 4,307 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #131.

Stone Summit Wealth first reported a position in EZU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q2 2023. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Stone Summit Wealth held 4,307 shares of iShare MSCI Eurozone ETF worth $270K as of Q1 2026.
  • Stone Summit Wealth sold 59 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $3.87K.
  • iShare MSCI Eurozone ETF made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #131 holding.
  • Stone Summit Wealth first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's iShare MSCI Eurozone ETF position peaked at $1.73M in Q2 2023.
  • 365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.