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ADG Wealth Management Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

ADG Wealth Management Group’s Portfolio IEUR Stock Details IEUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
2,985
+41
+1% +$3.06K 0.14% 36
2026
Q1 		$207K Hold
2,944
– – 0.14% 38
2025
Q4 		$209K Buy
+2,944
New +$204K 0.16% 38

Other funds holding IEUR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ADG Wealth Management Group's IEUR Position: Q2 2026 in Review

ADG Wealth Management Group increased its iShares Core MSCI Europe ETF (IEUR) stake by 1.4% in Q2 2026, buying an estimated $3.06K and bringing the position to 2,985 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #36.

ADG Wealth Management Group first reported a position in IEUR in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • ADG Wealth Management Group held 2,985 shares of iShares Core MSCI Europe ETF worth $224K as of Q2 2026.
  • ADG Wealth Management Group bought 41 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $3.06K.
  • iShares Core MSCI Europe ETF made up 0.14% of ADG Wealth Management Group's portfolio in Q2 2026, its #36 holding.
  • ADG Wealth Management Group first reported a position in iShares Core MSCI Europe ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.