ULWM
EZU icon

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
Q3 		$846K Sell
12,563
-121
-1% -$8.42K 0.44% 43
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

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Upper Left Wealth Management's EZU Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShare MSCI Eurozone ETF (EZU) stake by 0.95% in Q3 2026, selling an estimated $8.42K and leaving 12,563 shares worth $846K. The position accounts for 0.44% of the portfolio, ranked #43.

Upper Left Wealth Management first reported a position in EZU in Q4 2021 and has held it in 20 quarters since. The position peaked at $882K in Q2 2026. 56 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Upper Left Wealth Management held 12,563 shares of iShare MSCI Eurozone ETF worth $846K as of Q3 2026.
  • Upper Left Wealth Management sold 121 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $8.42K.
  • iShare MSCI Eurozone ETF made up 0.44% of Upper Left Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Upper Left Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's iShare MSCI Eurozone ETF position peaked at $882K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.