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Centricity Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Centricity Wealth Management’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 		$1.05M Hold
15,887
– – 0.84% 23
2025
Q1 		$956K Buy
15,887
+305
+2% +$17.9K 0.87% 24
2024
Q4 		$841K Buy
+15,582
New +$888K 0.79% 25

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Centricity Wealth Management's IEUR Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Core MSCI Europe ETF (IEUR) position steady in Q2 2025 at 15,887 shares worth $1.05M. The position accounts for 0.84% of the portfolio, ranked #23.

Centricity Wealth Management first reported a position in IEUR in Q4 2024 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold IEUR as of Q2 2025.

  • Centricity Wealth Management held 15,887 shares of iShares Core MSCI Europe ETF worth $1.05M as of Q2 2025.
  • Centricity Wealth Management left its iShares Core MSCI Europe ETF share count unchanged in Q2 2025.
  • iShares Core MSCI Europe ETF made up 0.84% of Centricity Wealth Management's portfolio in Q2 2025, its #23 holding.
  • Centricity Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2024 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.