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Summit Financial’s iShare MSCI Eurozone ETF EZU Stock Holding History

Summit Financial’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 		$822K Buy
13,120
+7,749
+144% +$508K 0.01% 841
2025
Q4 		$344K Buy
5,371
+40
+0.8% +$2.51K 0.01% 1022
2025
Q3 		$330K Buy
+5,331
New +$320K 0.01% 1030

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

Summit Financial's EZU Position: Q1 2026 in Review

Summit Financial increased its iShare MSCI Eurozone ETF (EZU) stake by 144% in Q1 2026, buying an estimated $508K and bringing the position to 13,120 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #841.

Summit Financial first reported a position in EZU in Q3 2025 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • Summit Financial held 13,120 shares of iShare MSCI Eurozone ETF worth $822K as of Q1 2026.
  • Summit Financial bought 7,749 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $508K.
  • iShare MSCI Eurozone ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #841 holding.
  • Summit Financial first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.