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Transcend Capital Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Transcend Capital Advisors’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
2025
Q1 		– Sell
-19,278
Closed -$910K – 618
2024
Q4 		$910K Sell
19,278
-575
-3% -$28.1K 0.07% 253
2024
Q3 		$1.04M Buy
19,853
+6,067
+44% +$303K 0.07% 261
2024
Q2 		$673K Sell
13,786
-201
-1% -$10.2K 0.05% 309
2024
Q1 		$714K Sell
13,987
-11,359
-45% -$548K 0.06% 276
2023
Q4 		$1.2M Sell
25,346
-3,144
-11% -$138K 0.11% 192
2023
Q3 		$1.2M Sell
28,490
-117
-0.4% -$5.24K 0.12% 180
2023
Q2 		$1.31M Buy
+28,607
New +$1.3M 0.13% 173

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Transcend Capital Advisors's EZU Position: Q1 2025 in Review

Transcend Capital Advisors sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2025, closing a stake of 19,278 shares — an estimated $910K sold.

Transcend Capital Advisors first reported a position in EZU in Q2 2023 and held it in 7 quarters. The position peaked at $1.31M in Q2 2023. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • Transcend Capital Advisors reported no remaining iShare MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 19,278 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $910K.
  • Transcend Capital Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2023 and held it in 7 quarters.
  • Transcend Capital Advisors's iShare MSCI Eurozone ETF position peaked at $1.31M in Q2 2023.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on Transcend Capital Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.