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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Confluence Investment Management's IEUR Position: Q2 2026 in Review

Confluence Investment Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 5.4% in Q2 2026, buying an estimated $883K and bringing the position to 229,242 shares worth $17.2M. The position accounts for 0.27% of the portfolio, ranked #90.

Confluence Investment Management first reported a position in IEUR in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Confluence Investment Management held 229,242 shares of iShares Core MSCI Europe ETF worth $17.2M as of Q2 2026.
  • Confluence Investment Management bought 11,846 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $883K.
  • iShares Core MSCI Europe ETF made up 0.27% of Confluence Investment Management's portfolio in Q2 2026, its #90 holding.
  • Confluence Investment Management first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.