Asset Dedication LLC’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Asset Dedication LLC’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	$18.9K	Buy	269 +106	+65%	+$7.74K	﹤0.01%	658
2025 Q4	$11.6K	Hold	163	–	–	﹤0.01%	754
2025 Q3	$11.1K	Buy	+163	New	+$10.9K	﹤0.01%	788
2019 Q1	–	Sell	-500	Closed	-$21K	–	630
2018 Q4	$21K	Sell	500 -63	-11%	-$2.77K	0.01%	347
2018 Q3	$27K	Buy	563 +63	+13%	+$3.03K	0.01%	318
2018 Q2	$24K	Hold	500	–	–	0.01%	348
2018 Q1	$25K	Buy	+500	New	+$25.5K	0.01%	298

Other funds holding IEUR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Asset Dedication LLC's IEUR Position: Q1 2026 in Review

Asset Dedication LLC increased its iShares Core MSCI Europe ETF (IEUR) stake by 65% in Q1 2026, buying an estimated $7.74K and bringing the position to 269 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Asset Dedication LLC first reported a position in IEUR in Q1 2018 and has held it in 7 quarters since. The position peaked at $27K in Q3 2018. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

Asset Dedication LLC held 269 shares of iShares Core MSCI Europe ETF worth $18.9K as of Q1 2026.
Asset Dedication LLC bought 106 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $7.74K.
iShares Core MSCI Europe ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #658 holding.
Asset Dedication LLC first reported a position in iShares Core MSCI Europe ETF in Q1 2018 and has held it in 7 quarters since.
Asset Dedication LLC's iShares Core MSCI Europe ETF position peaked at $27K in Q3 2018.
447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.