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EP Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

EP Wealth Advisors’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
2025
Q2 		– Sell
-3,684
Closed -$222K – 1448
2025
Q1 		$222K Sell
3,684
-4,124
-53% -$242K ﹤0.01% 1088
2024
Q4 		$421K Buy
+7,808
New +$445K ﹤0.01% 749
2022
Q3 		– Sell
-3,401
Closed -$153K – 461
2022
Q2 		$153K Buy
+3,401
New +$168K ﹤0.01% 606

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

EP Wealth Advisors's IEUR Position: Q2 2025 in Review

EP Wealth Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2025, closing a stake of 3,684 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in IEUR in Q2 2022 and held it in 3 quarters. The position peaked at $421K in Q4 2024. 397 funds tracked by Wall St. Rank hold IEUR as of Q2 2025.

  • EP Wealth Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,684 iShares Core MSCI Europe ETF shares in Q2 2025, an estimated $222K.
  • EP Wealth Advisors first reported a position in iShares Core MSCI Europe ETF in Q2 2022 and held it in 3 quarters.
  • EP Wealth Advisors's iShares Core MSCI Europe ETF position peaked at $421K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.