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Union Bancaire Privee’s iShare MSCI Eurozone ETF EZU Stock Holding History

Union Bancaire Privee’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 		$246K Hold
3,770
– – ﹤0.01% 374
2026
Q1 		$216K Hold
3,770
– – ﹤0.01% 387
2025
Q4 		$230K Buy
+3,770
New +$236K ﹤0.01% 390

Other funds holding EZU

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
WAM
Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return

Union Bancaire Privee's EZU Position: Q2 2026 in Review

Union Bancaire Privee held its iShare MSCI Eurozone ETF (EZU) position steady in Q2 2026 at 3,770 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Union Bancaire Privee first reported a position in EZU in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • Union Bancaire Privee held 3,770 shares of iShare MSCI Eurozone ETF worth $246K as of Q2 2026.
  • Union Bancaire Privee left its iShare MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShare MSCI Eurozone ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #374 holding.
  • Union Bancaire Privee first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.