WA
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Waverly Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Waverly 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
Q1 		$518K Buy
8,264
+307
+4% +$20.1K ﹤0.01% 1069
2025
Q4 		$510K Buy
7,957
+823
+12% +$51.6K ﹤0.01% 1001
2025
Q3 		$442K Buy
7,134
+157
+2% +$9.42K ﹤0.01% 897
2025
Q2 		$415K Buy
+6,977
New +$394K ﹤0.01% 861
2015
Q4 		– Sell
-948
Closed -$33K – 217
2015
Q3 		$33K Buy
+948
New +$35.1K 0.02% 188
2015
Q1 		– Sell
-753
Closed -$27K – 368
2014
Q4 		$27K Hold
753
– – 0.01% 183
2014
Q3 		$29K Hold
753
– – 0.02% 287
2014
Q2 		$32K Buy
+753
New +$32.3K 0.01% 278

Other funds holding EZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return