BOA
IEUR icon

Birnam Oak Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Birnam Oak 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 		$3.86M Hold
55,000
– – 0.88% 17
2025
Q4 		$3.9M Hold
55,000
– – 0.87% 23
2025
Q3 		$3.75M Hold
55,000
– – 0.86% 22
2025
Q2 		$3.64M Hold
55,000
– – 1.08% 17
2025
Q1 		$3.31M Hold
55,000
– – 0.6% 17
2024
Q4 		$2.97M Buy
+55,000
New +$3.13M 1.44% 16

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 $4.14B AUM 15.99% 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

Birnam Oak Advisors's IEUR Position: Q1 2026 in Review

Birnam Oak Advisors held its iShares Core MSCI Europe ETF (IEUR) position steady in Q1 2026 at 55,000 shares worth $3.86M. The position accounts for 0.88% of the portfolio, ranked #17.

Birnam Oak Advisors first reported a position in IEUR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.9M in Q4 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Birnam Oak Advisors held 55,000 shares of iShares Core MSCI Europe ETF worth $3.86M as of Q1 2026.
  • Birnam Oak Advisors left its iShares Core MSCI Europe ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Europe ETF made up 0.88% of Birnam Oak Advisors's portfolio in Q1 2026, its #17 holding.
  • Birnam Oak Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2024 and has held it in 6 quarters since.
  • Birnam Oak Advisors's iShares Core MSCI Europe ETF position peaked at $3.9M in Q4 2025.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.