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Institute for Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Institute for 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
Q2 		$19.4K Buy
+258
New +$19.2K ﹤0.01% 1140
2020
Q1 		– Sell
-200
Closed -$10K – 512
2019
Q4 		$10K Buy
+200
New +$9.53K ﹤0.01% 602

Other funds holding IEUR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Institute for Wealth Management's IEUR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core MSCI Europe ETF (IEUR) in Q2 2026: 258 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IEUR as recently as Q4 2019.

Institute for Wealth Management first reported a position in IEUR in Q4 2019 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Institute for Wealth Management held 258 shares of iShares Core MSCI Europe ETF worth $19.4K as of Q2 2026.
  • iShares Core MSCI Europe ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core MSCI Europe ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1140 holding.
  • Institute for Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2019 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.