Caldwell Trust’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Caldwell Trust’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	-500	Closed	-$33.1K	–	760
2025 Q2	$33.1K	Buy	500 +200	+67%	+$12.6K	﹤0.01%	509
2025 Q1	$18K	Buy	+300	New	+$17.6K	﹤0.01%	572

Other funds holding IEUR

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Caldwell Trust's IEUR Position: Q3 2025 in Review

Caldwell Trust sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2025, closing a stake of 500 shares — an estimated $33.1K sold.

Caldwell Trust first reported a position in IEUR in Q1 2025 and held it in 2 quarters. The position peaked at $33.1K in Q2 2025. 420 funds tracked by Wall St. Rank hold IEUR as of Q3 2025.

Caldwell Trust reported no remaining iShares Core MSCI Europe ETF position as of Q3 2025 after selling out during the quarter.
Caldwell Trust sold 500 iShares Core MSCI Europe ETF shares in Q3 2025, an estimated $33.1K.
Caldwell Trust first reported a position in iShares Core MSCI Europe ETF in Q1 2025 and held it in 2 quarters.
Caldwell Trust's iShares Core MSCI Europe ETF position peaked at $33.1K in Q2 2025.
420 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2025.

Based on Caldwell Trust's 13F filing for Q3 2025, filed 23 Oct 2025.