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WBH Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

WBH Advisory’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 		$1.12M Sell
17,568
-217
-1% -$14.2K 0.08% 163
2025
Q4 		$1.14M Sell
17,785
-4
-0% -$251 0.08% 156
2025
Q3 		$1.1M Sell
17,789
-2
-0% -$120 0.08% 162
2025
Q2 		$1.06M Buy
17,791
+8,938
+101% +$505K 0.09% 153
2025
Q1 		$471K Buy
8,853
+1,087
+14% +$56.5K 0.04% 222
2024
Q4 		$367K Buy
7,766
+997
+15% +$48.8K 0.03% 242
2024
Q3 		$354K Sell
6,769
-84
-1% -$4.2K 0.03% 248
2024
Q2 		$335K Buy
6,853
+10
+0.1% +$505 0.03% 251
2024
Q1 		$349K Buy
6,843
+58
+0.9% +$2.8K 0.04% 249
2023
Q4 		$322K Buy
+6,785
New +$299K 0.04% 255
2022
Q3 		– Sell
-8,479
Closed -$297K – 294
2022
Q2 		$297K Sell
8,479
-7,632
-47% -$306K 0.04% 247
2022
Q1 		$655K Sell
16,111
-7,331
-31% -$334K 0.08% 189
2021
Q4 		$1.15M Sell
23,442
-26,416
-53% -$1.3M 0.13% 139
2021
Q3 		$2.4M Buy
+49,858
New +$2.49M 0.32% 69

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 $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $871B 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 $666B AUM 30.12% 1-Year Est. Return

WBH Advisory's EZU Position: Q1 2026 in Review

WBH Advisory reduced its iShare MSCI Eurozone ETF (EZU) stake by 1.2% in Q1 2026, selling an estimated $14.2K and leaving 17,568 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #163.

WBH Advisory first reported a position in EZU in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.4M in Q3 2021. 365 funds tracked by Wall St. Rank hold EZU as of Q1 2026.

  • WBH Advisory held 17,568 shares of iShare MSCI Eurozone ETF worth $1.12M as of Q1 2026.
  • WBH Advisory sold 217 iShare MSCI Eurozone ETF shares in Q1 2026, an estimated $14.2K.
  • iShare MSCI Eurozone ETF made up 0.08% of WBH Advisory's portfolio in Q1 2026, its #163 holding.
  • WBH Advisory first reported a position in iShare MSCI Eurozone ETF in Q3 2021 and has held it in 14 quarters since.
  • WBH Advisory's iShare MSCI Eurozone ETF position peaked at $2.4M in Q3 2021.
  • 365 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.