AWA
IEUR icon

Arete Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Arete Wealth Advisors’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
Q1 		– Sell
-6,625
Closed -$470K – 499
2025
Q4 		$470K Buy
6,625
+103
+2% +$7.13K 0.03% 463
2025
Q3 		$445K Buy
+6,522
New +$435K 0.03% 480

Other funds holding IEUR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arete Wealth Advisors's IEUR Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2026, closing a stake of 6,625 shares — an estimated $470K sold.

Arete Wealth Advisors first reported a position in IEUR in Q3 2025 and held it in 2 quarters. The position peaked at $470K in Q4 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,625 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $470K.
  • Arete Wealth Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's iShares Core MSCI Europe ETF position peaked at $470K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.