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Endowment Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Endowment Wealth 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 		$426K Sell
6,064
-24
-0.4% -$1.75K 0.19% 91
2025
Q4 		$432K Sell
6,088
-21,904
-78% -$1.52M 0.2% 89
2025
Q3 		$1.91M Buy
27,992
+3,297
+13% +$220K 0.87% 33
2025
Q2 		$1.63M Buy
24,695
+4,732
+24% +$299K 0.84% 36
2025
Q1 		$1.2M Buy
19,963
+3,362
+20% +$198K 0.77% 39
2024
Q4 		$896K Buy
16,601
+3,245
+24% +$185K 0.6% 45
2024
Q3 		$814K Buy
13,356
+2,018
+18% +$118K 0.54% 53
2024
Q2 		$646K Buy
11,338
+1,903
+20% +$110K 0.47% 56
2024
Q1 		$546K Buy
9,435
+1,648
+21% +$91.3K 0.41% 61
2023
Q4 		$428K Buy
7,787
+359
+5% +$18.4K 0.36% 65
2023
Q3 		$369K Buy
7,428
+492
+7% +$25.6K 0.33% 78
2023
Q2 		$365K Buy
6,936
+919
+15% +$48.8K 0.33% 79
2023
Q1 		$313K Buy
6,017
+915
+18% +$46.8K 0.31% 84
2022
Q4 		$242K Buy
+5,102
New +$230K 0.27% 104

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 $4.49B 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 $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Endowment Wealth Management's IEUR Position: Q1 2026 in Review

Endowment Wealth Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 0.39% in Q1 2026, selling an estimated $1.75K and leaving 6,064 shares worth $426K. The position accounts for 0.19% of the portfolio, ranked #91.

Endowment Wealth Management first reported a position in IEUR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q3 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Endowment Wealth Management held 6,064 shares of iShares Core MSCI Europe ETF worth $426K as of Q1 2026.
  • Endowment Wealth Management sold 24 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $1.75K.
  • iShares Core MSCI Europe ETF made up 0.19% of Endowment Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Endowment Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and has held it in 14 quarters since.
  • Endowment Wealth Management's iShares Core MSCI Europe ETF position peaked at $1.91M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.