VisionPoint Advisory Group’s iShare MSCI Eurozone ETF EZU Stock Holding History

VisionPoint Advisory 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
2026 Q3	$1.24M	Buy	18,442 +9,484	+106%	+$660K	0.2%	119
2026 Q2	$623K	Buy	8,958 +900	+11%	+$60.7K	0.1%	224
2026 Q1	$505K	Buy	8,058 +1,054	+15%	+$69K	0.1%	217
2025 Q4	$449K	Buy	+7,004	New	+$439K	0.09%	228

Other funds holding EZU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

LCW Services Virginia Beach, Virginia $240M AUM 12.93% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $212M AUM 31.86% 1-Year Est. Return

Climber Capital Nyon, Switzerland $164M AUM 12.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

VisionPoint Advisory Group's EZU Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShare MSCI Eurozone ETF (EZU) stake by 106% in Q3 2026, buying an estimated $660K and bringing the position to 18,442 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #119.

VisionPoint Advisory Group first reported a position in EZU in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

VisionPoint Advisory Group held 18,442 shares of iShare MSCI Eurozone ETF worth $1.24M as of Q3 2026.
VisionPoint Advisory Group bought 9,484 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $660K.
iShare MSCI Eurozone ETF made up 0.2% of VisionPoint Advisory Group's portfolio in Q3 2026, its #119 holding.
VisionPoint Advisory Group first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.