Avantax Advisory Services’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Avantax Advisory Services’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 Q2	$1.26M	Buy	19,018 +13,230	+229%	+$836K	0.01%	1019
2025 Q1	$348K	Buy	5,788 +495	+9%	+$29.1K	﹤0.01%	1731
2024 Q4	$286K	Sell	5,293 -165	-3%	-$9.4K	﹤0.01%	1812
2024 Q3	$333K	Sell	5,458 -483	-8%	-$28.4K	﹤0.01%	1679
2024 Q2	$338K	Buy	5,941 +1,693	+40%	+$98.2K	﹤0.01%	1612
2024 Q1	$246K	Buy	4,248 +310	+8%	+$17.2K	﹤0.01%	1417
2023 Q4	$217K	Sell	3,938 -454	-10%	-$23.3K	﹤0.01%	1434
2023 Q3	$218K	Hold	4,392	–	–	﹤0.01%	1379
2023 Q2	$231K	Sell	4,392 -622	-12%	-$33.1K	﹤0.01%	1329
2023 Q1	$263K	Buy	5,014 +83	+2%	+$4.25K	﹤0.01%	1230
2022 Q4	$234K	Sell	4,931 -5,084	-51%	-$229K	﹤0.01%	1235
2022 Q3	$396K	Sell	10,015 -17,716	-64%	-$788K	0.01%	883
2022 Q2	$1.25M	Sell	27,731 -873	-3%	-$43.1K	0.02%	491
2022 Q1	$1.53M	Sell	28,604 -12,792	-31%	-$700K	0.02%	440
2021 Q4	$2.41M	Buy	41,396 +12,245	+42%	+$708K	0.04%	332
2021 Q3	$1.63M	Buy	29,151 +10,330	+55%	+$602K	0.03%	380
2021 Q2	$1.08M	Buy	18,821 +1,087	+6%	+$62.6K	0.02%	455
2021 Q1	$957K	Sell	17,734 -826	-4%	-$43.8K	0.02%	441
2020 Q4	$950K	Buy	18,560 +2,664	+17%	+$128K	0.02%	399
2020 Q3	$709K	Buy	15,896 +1,441	+10%	+$65.3K	0.01%	669
2020 Q2	$618K	Buy	14,455 +1,368	+10%	+$55.1K	0.02%	433
2020 Q1	$486K	Buy	13,087 +6,096	+87%	+$275K	0.01%	444
2019 Q4	$347K	Buy	+6,991	New	+$333K	0.01%	585

Other funds holding IEUR

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

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

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Avantax Advisory Services's IEUR Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core MSCI Europe ETF (IEUR) stake by 229% in Q2 2025, buying an estimated $836K and bringing the position to 19,018 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1019.

Avantax Advisory Services first reported a position in IEUR in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.41M in Q4 2021. 397 funds tracked by Wall St. Rank hold IEUR as of Q2 2025.

Avantax Advisory Services held 19,018 shares of iShares Core MSCI Europe ETF worth $1.26M as of Q2 2025.
Avantax Advisory Services bought 13,230 iShares Core MSCI Europe ETF shares in Q2 2025, an estimated $836K.
iShares Core MSCI Europe ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1019 holding.
Avantax Advisory Services first reported a position in iShares Core MSCI Europe ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares Core MSCI Europe ETF position peaked at $2.41M in Q4 2021.
397 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.