Integris Wealth Management
IEUR icon

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

Integris 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
Q3 		$9.8M Sell
133,208
-975
-0.7% -$74.4K 1.89% 14
2026
Q2 		$10.1M Sell
134,183
-518
-0.4% -$38.6K 2.04% 14
2026
Q1 		$9.47M Sell
134,701
-2,861
-2% -$209K 2.18% 13
2025
Q4 		$9.8M Sell
137,562
-1,723
-1% -$119K 2.22% 13
2025
Q3 		$9.49M Sell
139,285
-1,274
-0.9% -$84.9K 2.31% 13
2025
Q2 		$9.31M Sell
140,559
-3,329
-2% -$210K 2.43% 12
2025
Q1 		$8.65M Sell
143,888
-2,517
-2% -$148K 2.47% 12
2024
Q4 		$7.9M Sell
146,405
-1,179
-0.8% -$67.2K 2.23% 13
2024
Q3 		$8.99M Sell
147,584
-2,735
-2% -$161K 2.51% 13
2024
Q2 		$8.56M Sell
150,319
-3,495
-2% -$203K 2.47% 13
2024
Q1 		$8.9M Sell
153,814
-7,075
-4% -$392K 2.46% 13
2023
Q4 		$8.85M Sell
160,889
-8,509
-5% -$436K 2.62% 12
2023
Q3 		$8.41M Sell
169,398
-15,874
-9% -$825K 2.76% 12
2023
Q2 		$9.8M Sell
185,272
-2,799
-1% -$149K 3.45% 7
2023
Q1 		$9.9M Sell
188,071
-2,344
-1% -$120K 3.62% 7
2022
Q4 		$9.04M Buy
+190,415
New +$8.59M 3.53% 7

Other funds holding IEUR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $340M AUM 5.26% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Integris Wealth Management's IEUR Position: Q3 2026 in Review

Integris Wealth Management reduced its iShares Core MSCI Europe ETF (IEUR) stake by 0.73% in Q3 2026, selling an estimated $74.4K and leaving 133,208 shares worth $9.8M. The position accounts for 1.89% of the portfolio, ranked #14.

Integris Wealth Management first reported a position in IEUR in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q2 2026. 97 funds tracked by Wall St. Rank hold IEUR as of Q3 2026.

  • Integris Wealth Management held 133,208 shares of iShares Core MSCI Europe ETF worth $9.8M as of Q3 2026.
  • Integris Wealth Management sold 975 iShares Core MSCI Europe ETF shares in Q3 2026, an estimated $74.4K.
  • iShares Core MSCI Europe ETF made up 1.89% of Integris Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Integris Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and has held it in 16 quarters since.
  • Integris Wealth Management's iShares Core MSCI Europe ETF position peaked at $10.1M in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.