Burton Enright Welch’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Burton Enright Welch’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 Q2	$2.17M	Sell	28,911 -1,186	-4%	-$88.4K	0.26%	47
2026 Q1	$2.11M	Sell	30,097 -767	-2%	-$56K	0.29%	41
2025 Q4	$2.19M	Sell	30,864 -1,110	-3%	-$76.9K	0.31%	44
2025 Q3	$2.18M	Sell	31,974 -281	-0.9%	-$18.7K	0.33%	38
2025 Q2	$2.14M	Sell	32,255 -1,759	-5%	-$111K	0.37%	38
2025 Q1	$2.05M	Sell	34,014 -339	-1%	-$19.9K	0.42%	29
2024 Q4	$1.85M	Hold	34,353	–	–	0.39%	30
2024 Q3	$2.09M	Sell	34,353 -849	-2%	-$49.8K	0.45%	27
2024 Q2	$2M	Sell	35,202 -217	-0.6%	-$12.6K	0.46%	27
2024 Q1	$2.05M	Sell	35,419 -1,303	-4%	-$72.2K	0.49%	26
2023 Q4	$2.02M	Sell	36,722 -900	-2%	-$46.1K	0.54%	25
2023 Q3	$1.87M	Hold	37,622	–	–	0.58%	21
2023 Q2	$1.98M	Sell	37,622 -1,447	-4%	-$76.9K	0.62%	21
2023 Q1	$2.05M	Sell	39,069 -133	-0.3%	-$6.81K	0.78%	21
2022 Q4	$1.86M	Sell	39,202 -2,626	-6%	-$118K	0.77%	21
2022 Q3	$1.65M	Sell	41,828 -6,229	-13%	-$277K	0.82%	20
2022 Q2	$2.16M	Sell	48,057 -1,461	-3%	-$72.2K	1.3%	17
2022 Q1	$2.64M	Sell	49,518 -302	-0.6%	-$16.5K	1.46%	16
2021 Q4	$2.9M	Buy	+49,820	New	+$2.88M	1.94%	12

Other funds holding IEUR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Burton Enright Welch's IEUR Position: Q2 2026 in Review

Burton Enright Welch reduced its iShares Core MSCI Europe ETF (IEUR) stake by 3.9% in Q2 2026, selling an estimated $88.4K and leaving 28,911 shares worth $2.17M. The position accounts for 0.26% of the portfolio, ranked #47.

Burton Enright Welch first reported a position in IEUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.9M in Q4 2021. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

Burton Enright Welch held 28,911 shares of iShares Core MSCI Europe ETF worth $2.17M as of Q2 2026.
Burton Enright Welch sold 1,186 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $88.4K.
iShares Core MSCI Europe ETF made up 0.26% of Burton Enright Welch's portfolio in Q2 2026, its #47 holding.
Burton Enright Welch first reported a position in iShares Core MSCI Europe ETF in Q4 2021 and has held it in 19 quarters since.
Burton Enright Welch's iShares Core MSCI Europe ETF position peaked at $2.9M in Q4 2021.
450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.