Forum Financial Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Forum Financial Management’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	$360K	Sell	4,795 -107	-2%	-$7.97K	﹤0.01%	247
2026 Q1	$344K	Sell	4,902 -19	-0.4%	-$1.39K	﹤0.01%	246
2025 Q4	$349K	Hold	4,921	–	–	﹤0.01%	667
2025 Q3	$335K	Sell	4,921 -85	-2%	-$5.67K	﹤0.01%	673
2025 Q2	$331K	Buy	5,006 +211	+4%	+$13.3K	0.01%	619
2025 Q1	$288K	Hold	4,795	–	–	﹤0.01%	612
2024 Q4	$259K	Sell	4,795 -50	-1%	-$2.85K	﹤0.01%	704
2024 Q3	$295K	Buy	4,845 +50	+1%	+$2.94K	﹤0.01%	526
2024 Q2	$273K	Hold	4,795	–	–	﹤0.01%	519
2024 Q1	$277K	Hold	4,795	–	–	﹤0.01%	531
2023 Q4	$264K	Hold	4,795	–	–	0.01%	513
2023 Q3	$238K	Hold	4,795	–	–	0.01%	515
2023 Q2	$252K	Hold	4,795	–	–	0.01%	496
2023 Q1	$251K	Hold	4,795	–	–	0.01%	461
2022 Q4	$228K	Buy	+4,795	New	+$216K	0.01%	497
2022 Q3	–	Sell	-4,987	Closed	-$224K	–	569
2022 Q2	$224K	Hold	4,987	–	–	0.01%	468
2022 Q1	$266K	Buy	+4,987	New	+$273K	0.01%	453

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

Forum Financial Management's IEUR Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 2.2% in Q2 2026, selling an estimated $7.97K and leaving 4,795 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Forum Financial Management first reported a position in IEUR in Q1 2022 and has held it in 17 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

Forum Financial Management held 4,795 shares of iShares Core MSCI Europe ETF worth $360K as of Q2 2026.
Forum Financial Management sold 107 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $7.97K.
iShares Core MSCI Europe ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #247 holding.
Forum Financial Management first reported a position in iShares Core MSCI Europe ETF in Q1 2022 and has held it in 17 quarters since.
450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.