Valeo Financial Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Valeo Financial Advisors’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	$218K	Buy	+3,141	New	+$212K	﹤0.01%	733
2026 Q1	–	Sell	-3,141	Closed	-$201K	–	802
2025 Q4	$201K	Buy	+3,141	New	+$197K	﹤0.01%	758
2021 Q2	–	Sell	-200	Closed	-$9K	–	943
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	1385
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	1217
2020 Q3	$8K	Buy	200 +121	+153%	+$4.69K	﹤0.01%	1131
2020 Q2	$3K	Hold	79	–	–	﹤0.01%	1660
2020 Q1	$3K	Sell	79 -3,271	-98%	-$124K	﹤0.01%	1410
2019 Q4	$140K	Buy	3,350 +13	+0.4%	+$526	0.01%	392
2019 Q3	$130K	Hold	3,337	–	–	0.01%	369
2019 Q2	$132K	Buy	3,337 +83	+3%	+$3.27K	0.02%	373
2019 Q1	$126K	Buy	3,254 +79	+2%	+$2.97K	0.02%	367
2018 Q4	$111K	Sell	3,175 -246	-7%	-$9.18K	0.02%	356
2018 Q3	$128K	Hold	3,421	–	–	0.02%	349
2018 Q2	$139K	Sell	3,421 -741	-18%	-$32.3K	0.02%	347
2018 Q1	$180K	Sell	4,162 -1,432	-26%	-$63.7K	0.03%	266
2017 Q4	$243K	Buy	5,594 +1,101	+25%	+$47.8K	0.04%	215
2017 Q3	$195K	Buy	+4,493	New	+$188K	0.04%	203

Other funds holding EZU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valeo Financial Advisors's EZU Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShare MSCI Eurozone ETF (EZU) in Q2 2026: 3,141 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in EZU as recently as Q4 2025.

Valeo Financial Advisors first reported a position in EZU in Q3 2017 and has held it in 17 quarters since. The position peaked at $243K in Q4 2017. 360 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Valeo Financial Advisors held 3,141 shares of iShare MSCI Eurozone ETF worth $218K as of Q2 2026.
iShare MSCI Eurozone ETF was a new Valeo Financial Advisors position in Q2 2026.
iShare MSCI Eurozone ETF made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #733 holding.
Valeo Financial Advisors first reported a position in iShare MSCI Eurozone ETF in Q3 2017 and has held it in 17 quarters since.
Valeo Financial Advisors's iShare MSCI Eurozone ETF position peaked at $243K in Q4 2017.
360 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.