Upper Left Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Upper Left Wealth Management’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	$882K	Buy	12,684 +1,734	+16%	+$117K	0.49%	41
2026 Q1	$686K	Buy	10,950 +1,444	+15%	+$94.6K	0.41%	46
2025 Q4	$609K	Sell	9,506 -98	-1%	-$6.15K	0.37%	46
2025 Q3	$595K	Sell	9,604 -104	-1%	-$6.24K	0.37%	45
2025 Q2	$577K	Buy	9,708 +748	+8%	+$42.3K	0.39%	45
2025 Q1	$477K	Sell	8,960 -1,641	-15%	-$85.3K	0.34%	50
2024 Q4	$500K	Buy	10,601 +2,694	+34%	+$132K	0.43%	46
2024 Q3	$406K	Buy	7,907 +1,696	+27%	+$84.7K	0.36%	48
2024 Q2	$303K	Sell	6,211 -124	-2%	-$6.27K	0.27%	52
2024 Q1	$323K	Sell	6,335 -1,525	-19%	-$73.6K	0.3%	48
2023 Q4	$373K	Buy	7,860 +124	+2%	+$5.46K	0.37%	51
2023 Q3	$327K	Buy	7,736 +114	+1%	+$5.11K	0.34%	49
2023 Q2	$349K	Sell	7,622 -87	-1%	-$3.96K	0.39%	46
2023 Q1	$348K	Sell	7,709 -170	-2%	-$7.42K	0.39%	44
2022 Q4	$311K	Buy	7,879 +400	+5%	+$14.9K	0.37%	47
2022 Q3	$245K	Sell	7,479 -2,072	-22%	-$74.5K	0.32%	48
2022 Q2	$347K	Buy	9,551 +3,563	+60%	+$143K	0.4%	44
2022 Q1	$261K	Buy	5,988 +466	+8%	+$21.2K	0.27%	48
2021 Q4	$274K	Buy	+5,522	New	+$272K	0.27%	45

Other funds holding EZU

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Upper Left Wealth Management's EZU Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShare MSCI Eurozone ETF (EZU) stake by 16% in Q2 2026, buying an estimated $117K and bringing the position to 12,684 shares worth $882K. The position accounts for 0.49% of the portfolio, ranked #41.

Upper Left Wealth Management first reported a position in EZU in Q4 2021 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Upper Left Wealth Management held 12,684 shares of iShare MSCI Eurozone ETF worth $882K as of Q2 2026.
Upper Left Wealth Management bought 1,734 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $117K.
iShare MSCI Eurozone ETF made up 0.49% of Upper Left Wealth Management's portfolio in Q2 2026, its #41 holding.
Upper Left Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and has held it in 19 quarters since.
40 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.