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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's IEUS Position: Q1 2026 in Review

EP Wealth Advisors held its iShares MSCI Europe Small-Cap ETF (IEUS) position steady in Q1 2026 at 22,845 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #547.

EP Wealth Advisors first reported a position in IEUS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q4 2025. 50 funds tracked by Wall St. Rank hold IEUS as of Q1 2026.

EP Wealth Advisors held 22,845 shares of iShares MSCI Europe Small-Cap ETF worth $1.52M as of Q1 2026.
EP Wealth Advisors left its iShares MSCI Europe Small-Cap ETF share count unchanged in Q1 2026.
iShares MSCI Europe Small-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #547 holding.
EP Wealth Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $1.57M in Q4 2025.
50 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.