EZU β€” ISHARES MSCI EUROZONE ETF

Ownership history in WR Wealth Planners, LLC  Β·  1 quarter on record

AI Ownership Summary

WR Wealth Planners, LLC reported ISHARES MSCI EUROZONE ETF (EZU) in 1 quarterly 13F filing from 2024 Q3 through 2024 Q3. The latest visible filing shows EZU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EZU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WR Wealth Planners, LLC's position in ISHARES MSCI EUROZONE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

EZU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WR Wealth Planners, LLC held EZU β€” position size vs. price
% of Fund (quarterly)    EZU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 INITIATED 132 β€” β€” 0.00% $7K 2024-10-17 $48.53

FAQ About WR Wealth Planners, LLC and EZU

These are the practical questions this page is built to answer before you even open the full history table.

How long has WR Wealth Planners, LLC reported owning EZU?

WR Wealth Planners, LLC reported EZU across 1 quarterly 13F filings, from 2024 Q3 through 2024 Q3.

What was the largest reported EZU position in WR Wealth Planners, LLC's portfolio?

The largest reported portfolio weight for EZU was 0.00% in 2024 Q3.

What is the latest reported EZU position on this page?

The most recent filing on this page is 2024 Q3, when WR Wealth Planners, LLC reported 132 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this EZU ownership page compare?

The chart compares WR Wealth Planners, LLC's quarterly EZU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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