Confluence Investment Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Confluence Investment 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 Q3	$20.3M	Buy	275,800 +46,558	+20%	+$3.55M	0.34%	70
2026 Q2	$17.2M	Buy	229,242 +11,846	+5%	+$883K	0.27%	90
2026 Q1	$15.3M	Sell	217,396 -2,708	-1%	-$198K	0.24%	91
2025 Q4	$15.6M	Buy	220,104 +39,406	+22%	+$2.73M	0.23%	88
2025 Q3	$12.3M	Buy	+180,698	New	+$12M	0.18%	100

Other funds holding IEUR

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Confluence Investment Management's IEUR Position: Q3 2026 in Review

Confluence Investment Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 20% in Q3 2026, buying an estimated $3.55M and bringing the position to 275,800 shares worth $20.3M. The position accounts for 0.34% of the portfolio, ranked #70.

Confluence Investment Management first reported a position in IEUR in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold IEUR as of Q3 2026.

Confluence Investment Management held 275,800 shares of iShares Core MSCI Europe ETF worth $20.3M as of Q3 2026.
Confluence Investment Management bought 46,558 iShares Core MSCI Europe ETF shares in Q3 2026, an estimated $3.55M.
iShares Core MSCI Europe ETF made up 0.34% of Confluence Investment Management's portfolio in Q3 2026, its #70 holding.
Confluence Investment Management first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.