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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
Q2 		$745K Sell
10,714
-2,406
-18% -$162K 0.01% 951
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's EZU Position: Q2 2026 in Review

Summit Financial reduced its iShare MSCI Eurozone ETF (EZU) stake by 18% in Q2 2026, selling an estimated $162K and leaving 10,714 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #951.

Summit Financial first reported a position in EZU in Q3 2025 and has held it in 4 quarters since. The position peaked at $822K in Q1 2026. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Summit Financial held 10,714 shares of iShare MSCI Eurozone ETF worth $745K as of Q2 2026.
  • Summit Financial sold 2,406 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $162K.
  • iShare MSCI Eurozone ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #951 holding.
  • Summit Financial first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's iShare MSCI Eurozone ETF position peaked at $822K in Q1 2026.
  • 361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.