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Charter Oak Capital Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Charter Oak Capital 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
2026
Q1 		$487K Sell
6,935
-891
-11% -$65K 0.04% 123
2025
Q4 		$556K Sell
7,826
-572
-7% -$39.6K 0.04% 121
2025
Q3 		$572K Sell
8,398
-45
-0.5% -$3K 0.04% 115
2025
Q2 		$559K Buy
8,443
+624
+8% +$39.4K 0.05% 110
2025
Q1 		$470K Sell
7,819
-1,318
-14% -$77.4K 0.04% 114
2024
Q4 		$493K Sell
9,137
-364
-4% -$20.7K 0.05% 108
2024
Q3 		$579K Sell
9,501
-60
-0.6% -$3.52K 0.05% 101
2024
Q2 		$544K Sell
9,561
-865
-8% -$50.2K 0.06% 103
2024
Q1 		$603K Sell
10,426
-440
-4% -$24.4K 0.06% 99
2023
Q4 		$598K Sell
10,866
-782
-7% -$40.1K 0.07% 89
2023
Q3 		$578K Sell
11,648
-2,070
-15% -$108K 0.08% 85
2023
Q2 		$722K Sell
13,718
-554
-4% -$29.4K 0.09% 82
2023
Q1 		$748K Sell
14,272
-310
-2% -$15.9K 0.1% 79
2022
Q4 		$693K Sell
14,582
-519
-3% -$23.4K 0.1% 81
2022
Q3 		$597K Sell
15,101
-1,129
-7% -$50.2K 0.1% 87
2022
Q2 		$730K Buy
16,230
+235
+1% +$11.6K 0.1% 90
2022
Q1 		$854K Sell
15,995
-575
-3% -$31.5K 0.1% 83
2021
Q4 		$964K Sell
16,570
-315
-2% -$18.2K 0.11% 79
2021
Q3 		$947K Buy
16,885
+784
+5% +$45.7K 0.12% 74
2021
Q2 		$922K Buy
16,101
+1,885
+13% +$109K 0.12% 73
2021
Q1 		$767K Buy
14,216
+183
+1% +$9.71K 0.11% 88
2020
Q4 		$720K Buy
+14,033
New +$674K 0.11% 87

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

Charter Oak Capital Management's IEUR Position: Q1 2026 in Review

Charter Oak Capital Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 11% in Q1 2026, selling an estimated $65K and leaving 6,935 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #123.

Charter Oak Capital Management first reported a position in IEUR in Q4 2020 and has held it in 22 quarters since. The position peaked at $964K in Q4 2021. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Charter Oak Capital Management held 6,935 shares of iShares Core MSCI Europe ETF worth $487K as of Q1 2026.
  • Charter Oak Capital Management sold 891 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $65K.
  • iShares Core MSCI Europe ETF made up 0.04% of Charter Oak Capital Management's portfolio in Q1 2026, its #123 holding.
  • Charter Oak Capital Management first reported a position in iShares Core MSCI Europe ETF in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's iShares Core MSCI Europe ETF position peaked at $964K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.