Endowment Wealth Management
IEUR icon

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
Q3 		$317K Sell
4,302
-1,830
-30% -$140K 0.11% 130
2026
Q2 		$461K Buy
6,132
+68
+1% +$5.07K 0.18% 92
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

WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Endowment Wealth Management's IEUR Position: Q3 2026 in Review

Endowment Wealth Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 30% in Q3 2026, selling an estimated $140K and leaving 4,302 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #130.

Endowment Wealth Management first reported a position in IEUR in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.91M in Q3 2025. 266 funds tracked by Wall St. Rank hold IEUR as of Q3 2026.

  • Endowment Wealth Management held 4,302 shares of iShares Core MSCI Europe ETF worth $317K as of Q3 2026.
  • Endowment Wealth Management sold 1,830 iShares Core MSCI Europe ETF shares in Q3 2026, an estimated $140K.
  • iShares Core MSCI Europe ETF made up 0.11% of Endowment Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Endowment Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and has held it in 16 quarters since.
  • Endowment Wealth Management's iShares Core MSCI Europe ETF position peaked at $1.91M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2026.

Based on Endowment Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.