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Atlantic Family Wealth’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Atlantic Family Wealth’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
2025
Q3 		– Sell
-10,388
Closed -$688K – 57
2025
Q2 		$688K Sell
10,388
-200
-2% -$12.6K 0.6% 16
2025
Q1 		$637K Sell
10,588
-140
-1% -$8.22K 0.59% 11
2024
Q4 		$579K Buy
+10,728
New +$611K 0.68% 14

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atlantic Family Wealth's IEUR Position: Q3 2025 in Review

Atlantic Family Wealth sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2025, closing a stake of 10,388 shares — an estimated $688K sold.

Atlantic Family Wealth first reported a position in IEUR in Q4 2024 and held it in 3 quarters. The position peaked at $688K in Q2 2025. 419 funds tracked by Wall St. Rank hold IEUR as of Q3 2025.

  • Atlantic Family Wealth reported no remaining iShares Core MSCI Europe ETF position as of Q3 2025 after selling out during the quarter.
  • Atlantic Family Wealth sold 10,388 iShares Core MSCI Europe ETF shares in Q3 2025, an estimated $688K.
  • Atlantic Family Wealth first reported a position in iShares Core MSCI Europe ETF in Q4 2024 and held it in 3 quarters.
  • Atlantic Family Wealth's iShares Core MSCI Europe ETF position peaked at $688K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2025.

Based on Atlantic Family Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.