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	–	945
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

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

BFI Infinity Zurich, Switzerland $208M AUM

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return