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
2026 Q2	$185K	Buy	+2,459	New	+$183K	﹤0.01%	1530
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EP Wealth Advisors's IEUR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Core MSCI Europe ETF (IEUR) in Q2 2026: 2,459 shares worth $185K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IEUR as recently as Q1 2025.

EP Wealth Advisors first reported a position in IEUR in Q2 2022 and has held it in 4 quarters since. The position peaked at $421K in Q4 2024. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

EP Wealth Advisors held 2,459 shares of iShares Core MSCI Europe ETF worth $185K as of Q2 2026.
iShares Core MSCI Europe ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Core MSCI Europe ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1530 holding.
EP Wealth Advisors first reported a position in iShares Core MSCI Europe ETF in Q2 2022 and has held it in 4 quarters since.
EP Wealth Advisors's iShares Core MSCI Europe ETF position peaked at $421K in Q4 2024.
450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.