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

Fortis 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
Q1 		$241K Sell
3,426
-456
-12% -$33.3K 0.12% 108
2025
Q4 		$276K Buy
3,882
+858
+28% +$59.4K 0.15% 97
2025
Q3 		$206K Buy
+3,024
New +$202K 0.12% 119

Other funds holding IEUR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fortis Advisors's IEUR Position: Q1 2026 in Review

Fortis Advisors reduced its iShares Core MSCI Europe ETF (IEUR) stake by 12% in Q1 2026, selling an estimated $33.3K and leaving 3,426 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #108.

Fortis Advisors first reported a position in IEUR in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Fortis Advisors held 3,426 shares of iShares Core MSCI Europe ETF worth $241K as of Q1 2026.
  • Fortis Advisors sold 456 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $33.3K.
  • iShares Core MSCI Europe ETF made up 0.12% of Fortis Advisors's portfolio in Q1 2026, its #108 holding.
  • Fortis Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 3 quarters since.
  • Fortis Advisors's iShares Core MSCI Europe ETF position peaked at $276K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

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