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United Asset Strategies’s iShare MSCI Eurozone ETF EZU Stock Holding History

United Asset Strategies’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 		$520K Buy
7,478
+470
+7% +$31.7K 0.04% 204
2026
Q1 		$439K Buy
7,008
+3,536
+102% +$232K 0.03% 205
2025
Q4 		$223K Buy
+3,472
New +$218K 0.02% 252

Other funds holding EZU

APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

United Asset Strategies's EZU Position: Q2 2026 in Review

United Asset Strategies increased its iShare MSCI Eurozone ETF (EZU) stake by 6.7% in Q2 2026, buying an estimated $31.7K and bringing the position to 7,478 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #204.

United Asset Strategies first reported a position in EZU in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

  • United Asset Strategies held 7,478 shares of iShare MSCI Eurozone ETF worth $520K as of Q2 2026.
  • United Asset Strategies bought 470 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $31.7K.
  • iShare MSCI Eurozone ETF made up 0.04% of United Asset Strategies's portfolio in Q2 2026, its #204 holding.
  • United Asset Strategies first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.