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Wolf Group Capital Advisors’s iShare MSCI Eurozone ETF EZU Stock Holding History

Wolf Group Capital 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
2025
Q1 		$501K Sell
9,412
-3,175
-25% -$165K 0.17% 104
2024
Q4 		$577K Hold
12,587
– – 0.28% 79
2024
Q3 		$577K Buy
12,587
+3,179
+34% +$159K 0.27% 80
2024
Q2 		$459K Sell
9,408
-3,179
-25% -$161K 0.18% 93
2024
Q1 		$577K Hold
12,587
– – 0.27% 80
2023
Q4 		$577K Hold
12,587
– – 0.27% 80
2023
Q3 		$532K Hold
12,587
– – 0.25% 85
2023
Q2 		$563K Hold
12,587
– – 0.28% 79
2023
Q1 		$567K Sell
12,587
-9,284
-42% -$405K 0.28% 77
2022
Q4 		$863K Sell
21,871
-1,806
-8% -$67.5K 0.41% 68
2022
Q3 		$757K Sell
23,677
-1,881
-7% -$67.6K 0.41% 68
2022
Q2 		$929K Buy
25,558
+4
+0% +$160 0.48% 66
2022
Q1 		$1.11M Sell
25,554
-50,300
-66% -$2.29M 0.57% 55
2021
Q4 		$3.72M Buy
75,854
+50,319
+197% +$2.48M 0.61% 56
2021
Q3 		$1.23M Buy
25,535
+337
+1% +$16.8K 0.67% 55
2021
Q2 		$1.24M Buy
25,198
+373
+2% +$18.5K 0.67% 55
2021
Q1 		$1.15M Sell
24,825
-1,632
-6% -$74.1K 0.66% 54
2020
Q4 		$1.17M Sell
26,457
-9,697
-27% -$400K 0.72% 55
2020
Q3 		$1.37M Sell
36,154
-19,750
-35% -$765K 0.95% 41
2020
Q2 		$2.04M Sell
55,904
-165,459
-75% -$5.54M 1.52% 23
2020
Q1 		$6.75M Sell
221,363
-50,806
-19% -$1.92M 5.64% 1
2019
Q4 		$11.4M Sell
272,169
-18,343
-6% -$742K 7.5% 1
2019
Q3 		$11.3M Sell
290,512
-8,906
-3% -$344K 7.77% 1
2019
Q2 		$11.8M Sell
299,418
-17,319
-5% -$682K 8.2% 1
2019
Q1 		$12.2M Sell
316,737
-7,461
-2% -$280K 8.4% 1
2018
Q4 		$11.4M Buy
+324,198
New +$12.1M 8.46% 1

Other funds holding EZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return

Wolf Group Capital Advisors's EZU Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShare MSCI Eurozone ETF (EZU) stake by 25% in Q1 2025, selling an estimated $165K and leaving 9,412 shares worth $501K. The position accounts for 0.17% of the portfolio, ranked #104.

Wolf Group Capital Advisors first reported a position in EZU in Q4 2018 and has held it in 26 quarters since. The position peaked at $12.2M in Q1 2019. 284 funds tracked by Wall St. Rank hold EZU as of Q1 2025.

  • Wolf Group Capital Advisors held 9,412 shares of iShare MSCI Eurozone ETF worth $501K as of Q1 2025.
  • Wolf Group Capital Advisors sold 3,175 iShare MSCI Eurozone ETF shares in Q1 2025, an estimated $165K.
  • iShare MSCI Eurozone ETF made up 0.17% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #104 holding.
  • Wolf Group Capital Advisors first reported a position in iShare MSCI Eurozone ETF in Q4 2018 and has held it in 26 quarters since.
  • Wolf Group Capital Advisors's iShare MSCI Eurozone ETF position peaked at $12.2M in Q1 2019.
  • 284 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.