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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $4.49B AUM 19.44% 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 $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

Consilium Wealth Advisory's IEUR Position: Q1 2026 in Review

Consilium Wealth Advisory increased its iShares Core MSCI Europe ETF (IEUR) stake by 2.5% in Q1 2026, buying an estimated $203K and bringing the position to 113,490 shares worth $7.97M. The position accounts for 2.72% of the portfolio, ranked #9.

Consilium Wealth Advisory first reported a position in IEUR in Q4 2021 and has held it in 18 quarters since. The position peaked at $16.5M in Q4 2021. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Consilium Wealth Advisory held 113,490 shares of iShares Core MSCI Europe ETF worth $7.97M as of Q1 2026.
  • Consilium Wealth Advisory bought 2,787 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $203K.
  • iShares Core MSCI Europe ETF made up 2.72% of Consilium Wealth Advisory's portfolio in Q1 2026, its #9 holding.
  • Consilium Wealth Advisory first reported a position in iShares Core MSCI Europe ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's iShares Core MSCI Europe ETF position peaked at $16.5M in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.