Consilium Wealth Advisory
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Consilium Wealth Advisory’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Consilium Wealth Advisory’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 		$8.76M Sell
118,801
-75
-0.1% -$5.72K 2.59% 12
2026
Q2 		$8.94M Buy
118,876
+5,386
+5% +$401K 2.65% 10
2026
Q1 		$7.97M Buy
113,490
+2,787
+3% +$203K 2.72% 9
2025
Q4 		$7.86M Buy
110,703
+1,974
+2% +$137K 2.9% 9
2025
Q3 		$7.41M Buy
108,729
+3,157
+3% +$210K 2.86% 11
2025
Q2 		$6.99M Buy
105,572
+4,294
+4% +$271K 2.95% 10
2025
Q1 		$6.09M Sell
101,278
-4,620
-4% -$271K 3.05% 10
2024
Q4 		$5.72M Buy
105,898
+1,049
+1% +$59.8K 2.73% 10
2024
Q3 		$6.39M Sell
104,849
-971
-0.9% -$57K 3.49% 8
2024
Q2 		$6.03M Sell
105,820
-745
-0.7% -$43.2K 3.29% 9
2024
Q1 		$6.16M Buy
106,565
+1,508
+1% +$83.6K 3.47% 7
2023
Q4 		$5.78M Buy
105,057
+24,443
+30% +$1.25M 3.48% 8
2023
Q3 		$4M Buy
80,614
+2,246
+3% +$117K 2.8% 12
2023
Q2 		$4.12M Sell
78,368
-22,030
-22% -$1.17M 2.86% 11
2023
Q1 		$5.26M Sell
100,398
-8,301
-8% -$425K 4.49% 7
2022
Q4 		$5.16M Buy
108,699
+21,993
+25% +$992K 4.4% 7
2022
Q3 		$3.43M Sell
86,706
-39,795
-31% -$1.77M 3.82% 7
2022
Q2 		$5.69M Sell
126,501
-110,430
-47% -$5.46M 6.12% 3
2022
Q1 		$12.7M Sell
236,931
-46,552
-16% -$2.55M 9.06% 1
2021
Q4 		$16.5M Buy
+283,483
New +$16.4M 10.68% 1

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Consilium Wealth Advisory's IEUR Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its iShares Core MSCI Europe ETF (IEUR) stake by 0.06% in Q3 2026, selling an estimated $5.72K and leaving 118,801 shares worth $8.76M. The position accounts for 2.59% of the portfolio, ranked #12.

Consilium Wealth Advisory first reported a position in IEUR in Q4 2021 and has held it in 20 quarters since. The position peaked at $16.5M in Q4 2021. 363 funds tracked by Wall St. Rank hold IEUR as of Q3 2026.

  • Consilium Wealth Advisory held 118,801 shares of iShares Core MSCI Europe ETF worth $8.76M as of Q3 2026.
  • Consilium Wealth Advisory sold 75 iShares Core MSCI Europe ETF shares in Q3 2026, an estimated $5.72K.
  • iShares Core MSCI Europe ETF made up 2.59% of Consilium Wealth Advisory's portfolio in Q3 2026, its #12 holding.
  • Consilium Wealth Advisory first reported a position in iShares Core MSCI Europe ETF in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's iShares Core MSCI Europe ETF position peaked at $16.5M in Q4 2021.
  • 363 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.