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United Advisor Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

United Advisor Group’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
Q3 		$381K Buy
5,664
+788
+16% +$54.8K 0.04% 399
2026
Q2 		$339K Hold
4,876
– – 0.04% 399
2026
Q1 		$305K Buy
+4,876
New +$319K 0.04% 389

Other funds holding EZU

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
MATAURO
MATAURO New York $814M AUM 14.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Wallington Asset Management
Wallington Asset Management Indianapolis, Indiana $833M AUM 44.47% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

United Advisor Group's EZU Position: Q3 2026 in Review

United Advisor Group increased its iShare MSCI Eurozone ETF (EZU) stake by 16% in Q3 2026, buying an estimated $54.8K and bringing the position to 5,664 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #399.

United Advisor Group first reported a position in EZU in Q1 2026 and has held it in 3 quarters since. 188 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • United Advisor Group held 5,664 shares of iShare MSCI Eurozone ETF worth $381K as of Q3 2026.
  • United Advisor Group bought 788 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $54.8K.
  • iShare MSCI Eurozone ETF made up 0.04% of United Advisor Group's portfolio in Q3 2026, its #399 holding.
  • United Advisor Group first reported a position in iShare MSCI Eurozone ETF in Q1 2026 and has held it in 3 quarters since.
  • 188 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.