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Elm Partners Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Elm Partners 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 		$76.3M Buy
1,119,616
+158,322
+16% +$11.6M 3.31% 9
2025
Q4 		$68.2M Sell
961,294
-82,867
-8% -$5.74M 3.1% 11
2025
Q3 		$71.1M Buy
1,044,161
+46,298
+5% +$3.09M 3.55% 9
2025
Q2 		$66.1M Buy
997,863
+454,272
+84% +$28.7M 3.84% 9
2025
Q1 		$32.7M Sell
543,591
-508,233
-48% -$29.9M 2.11% 12
2024
Q4 		$56.8M Sell
1,051,824
-270,941
-20% -$15.4M 3.88% 8
2024
Q3 		$80.6M Buy
1,322,765
+312,486
+31% +$18.3M 5.76% 6
2024
Q2 		$57.5M Buy
1,010,279
+70,340
+7% +$4.08M 4.42% 9
2024
Q1 		$54.4M Sell
939,939
-67,434
-7% -$3.74M 4.3% 9
2023
Q4 		$55.4M Buy
1,007,373
+359,198
+55% +$18.4M 5.04% 8
2023
Q3 		$32.2M Sell
648,175
-10,056
-2% -$523K 3.33% 9
2023
Q2 		$34.6M Sell
658,231
-2,546
-0.4% -$135K 3.49% 9
2023
Q1 		$34.6M Buy
660,777
+4,877
+0.7% +$250K 3.64% 9
2022
Q4 		$31.2M Sell
655,900
-171,904
-21% -$7.75M 3.6% 9
2022
Q3 		$32.7M Buy
827,804
+56,130
+7% +$2.5M 4.42% 8
2022
Q2 		$34.7M Buy
771,674
+51,089
+7% +$2.52M 4.52% 8
2022
Q1 		$38.5M Sell
720,585
-1,373
-0.2% -$75.1K 4.86% 8
2021
Q4 		$42M Buy
721,958
+203
+0% +$11.7K 5.18% 7
2021
Q3 		$40.5M Buy
721,755
+21,081
+3% +$1.23M 5.4% 6
2021
Q2 		$40.1M Buy
700,674
+2,967
+0.4% +$171K 5.28% 6
2021
Q1 		$37.7M Sell
697,707
-14,047
-2% -$745K 5.36% 6
2020
Q4 		$36.5M Sell
711,754
-18,652
-3% -$896K 5.46% 6
2020
Q3 		$32.7M Sell
730,406
-18,294
-2% -$829K 5.49% 6
2020
Q2 		$32M Sell
748,700
-38,845
-5% -$1.57M 5.71% 6
2020
Q1 		$29.2M Buy
787,545
+371,816
+89% +$16.8M 6.42% 7
2019
Q4 		$19M Buy
415,729
+135,480
+48% +$6.45M 4.17% 8
2019
Q3 		$12.8M Buy
280,249
+51,213
+22% +$2.32M 2.9% 10
2019
Q2 		$10.7M Buy
229,036
+44,979
+24% +$2.09M 2.39% 13
2019
Q1 		$8.44M Buy
184,057
+3,962
+2% +$176K 2.26% 15
2018
Q4 		$7.41M Buy
+180,095
New +$7.91M 2.56% 10

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

Elm Partners Management's IEUR Position: Q1 2026 in Review

Elm Partners Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 16% in Q1 2026, buying an estimated $11.6M and bringing the position to 1,119,616 shares worth $76.3M. The position accounts for 3.31% of the portfolio, ranked #9.

Elm Partners Management first reported a position in IEUR in Q4 2018 and has held it in 30 quarters since. The position peaked at $80.6M in Q3 2024. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Elm Partners Management held 1,119,616 shares of iShares Core MSCI Europe ETF worth $76.3M as of Q1 2026.
  • Elm Partners Management bought 158,322 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $11.6M.
  • iShares Core MSCI Europe ETF made up 3.31% of Elm Partners Management's portfolio in Q1 2026, its #9 holding.
  • Elm Partners Management first reported a position in iShares Core MSCI Europe ETF in Q4 2018 and has held it in 30 quarters since.
  • Elm Partners Management's iShares Core MSCI Europe ETF position peaked at $80.6M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.