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Advyzon Investment Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Advyzon Investment Management’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 		$274K Sell
3,649
-1,933
-35% -$144K 0.02% 641
2026
Q1 		$392K Buy
5,582
+604
+12% +$44.1K 0.04% 463
2025
Q4 		$353K Buy
+4,978
New +$345K 0.04% 403

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Raymond James Financial
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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

Advyzon Investment Management's IEUR Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 35% in Q2 2026, selling an estimated $144K and leaving 3,649 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #641.

Advyzon Investment Management first reported a position in IEUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Advyzon Investment Management held 3,649 shares of iShares Core MSCI Europe ETF worth $274K as of Q2 2026.
  • Advyzon Investment Management sold 1,933 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $144K.
  • iShares Core MSCI Europe ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #641 holding.
  • Advyzon Investment Management first reported a position in iShares Core MSCI Europe ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's iShares Core MSCI Europe ETF position peaked at $392K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.