Planning Strategies Inc.’s iShare MSCI Eurozone ETF EZU Stock Holding History

Planning Strategies Inc.’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	$10.1K	Buy	+145	New	+$9.78K	0.01%	323

Other funds holding EZU

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Wallington Asset Management Indianapolis, Indiana $814M AUM 50.75% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return

Planning Strategies Inc.'s EZU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShare MSCI Eurozone ETF (EZU) in Q2 2026: 145 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

117 funds tracked by Wall St. Rank hold EZU as of Q2 2026.

Planning Strategies Inc. held 145 shares of iShare MSCI Eurozone ETF worth $10.1K as of Q2 2026.
iShare MSCI Eurozone ETF was a new Planning Strategies Inc. position in Q2 2026.
iShare MSCI Eurozone ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #323 holding.
117 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.