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

United Financial Planning 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
2025
Q4 		– Sell
-886
Closed -$34.7K – 490
2025
Q3 		$34.7K Buy
+886
New +$53.2K 0.02% 94

Other funds holding EZU

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

United Financial Planning Group's EZU Position: Q4 2025 in Review

United Financial Planning Group sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2025, closing a stake of 886 shares — an estimated $34.7K sold.

United Financial Planning Group first reported a position in EZU in Q3 2025 and held it in 1 quarter. The position peaked at $34.7K in Q3 2025. 354 funds tracked by Wall St. Rank hold EZU as of Q4 2025.

  • United Financial Planning Group reported no remaining iShare MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 886 iShare MSCI Eurozone ETF shares in Q4 2025, an estimated $34.7K.
  • United Financial Planning Group first reported a position in iShare MSCI Eurozone ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShare MSCI Eurozone ETF position peaked at $34.7K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.