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 Q2	$520K	Sell	7,488 -776	-9%	-$52.3K	﹤0.01%	1160
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

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

Waverly Advisors's EZU Position: Q2 2026 in Review

Waverly Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 9.4% in Q2 2026, selling an estimated $52.3K and leaving 7,488 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Waverly Advisors first reported a position in EZU in Q2 2014 and has held it in 9 quarters since. 361 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Waverly Advisors held 7,488 shares of iShare MSCI Eurozone ETF worth $520K as of Q2 2026.
Waverly Advisors sold 776 iShare MSCI Eurozone ETF shares in Q2 2026, an estimated $52.3K.
iShare MSCI Eurozone ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1160 holding.
Waverly Advisors first reported a position in iShare MSCI Eurozone ETF in Q2 2014 and has held it in 9 quarters since.
361 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.