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EP Wealth Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

EP Wealth Advisors’s Portfolio IEUS Stock Details IEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Hold
22,845
– – 0.01% 637
2026
Q1 		$1.52M Hold
22,845
– – 0.01% 547
2025
Q4 		$1.57M Buy
+22,845
New +$1.53M 0.01% 499
2025
Q2 		$1.53M Hold
22,845
– – 0.01% 470
2025
Q1 		$1.31M Hold
22,845
– – 0.01% 438
2024
Q4 		$1.23M Hold
22,845
– – 0.01% 446
2024
Q3 		$1.38M Buy
+22,845
New +$1.34M 0.01% 427

Other funds holding IEUS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

EP Wealth Advisors held its iShares MSCI Europe Small-Cap ETF (IEUS) position steady in Q2 2026 at 22,845 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #637.

EP Wealth Advisors first reported a position in IEUS in Q3 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold IEUS as of Q2 2026.

  • EP Wealth Advisors held 22,845 shares of iShares MSCI Europe Small-Cap ETF worth $1.58M as of Q2 2026.
  • EP Wealth Advisors left its iShares MSCI Europe Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI Europe Small-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #637 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q2 2026.

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