Independent Solutions Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Independent Solutions Wealth 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 Q1	$2.9M	Buy	41,258 +7,548	+22%	+$551K	0.43%	68
2025 Q4	$2.39M	Buy	33,710 +5,402	+19%	+$374K	0.44%	74
2025 Q3	$1.93M	Buy	28,308 +4,620	+20%	+$308K	0.34%	89
2025 Q2	$1.57M	Buy	+23,688	New	+$1.5M	0.31%	96
2023 Q3	–	Sell	-6,498	Closed	-$342K	–	213
2023 Q2	$342K	Sell	6,498 -315	-5%	-$16.7K	0.09%	156
2023 Q1	$357K	Sell	6,813 -33	-0.5%	-$1.69K	0.11%	141
2022 Q4	$325K	Buy	+6,846	New	+$309K	0.1%	157

Other funds holding IEUR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Solutions Wealth Management's IEUR Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 22% in Q1 2026, buying an estimated $551K and bringing the position to 41,258 shares worth $2.9M. The position accounts for 0.43% of the portfolio, ranked #68.

Independent Solutions Wealth Management first reported a position in IEUR in Q4 2022 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

Independent Solutions Wealth Management held 41,258 shares of iShares Core MSCI Europe ETF worth $2.9M as of Q1 2026.
Independent Solutions Wealth Management bought 7,548 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $551K.
iShares Core MSCI Europe ETF made up 0.43% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #68 holding.
Independent Solutions Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and has held it in 7 quarters since.
447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.