L.J. Altfest & Co’s iShares Core MSCI Europe ETF IEUR Stock Holding History

L.J. Altfest & Co’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
2025 Q2	–	Sell	-115,075	Closed	-$6.92M	–	355
2025 Q1	$6.92M	Buy	+115,075	New	+$6.76M	0.87%	28
2021 Q1	–	Sell	-53,553	Closed	-$2.75M	–	282
2020 Q4	$2.75M	Sell	53,553 -49,707	-48%	-$2.39M	0.67%	27
2020 Q3	$4.62M	Sell	103,260 -81,029	-44%	-$3.67M	1.23%	22
2020 Q2	$7.88M	Buy	+184,289	New	+$7.43M	2.27%	11

Other funds holding IEUR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

L.J. Altfest & Co's IEUR Position: Q2 2025 in Review

L.J. Altfest & Co sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2025, closing a stake of 115,075 shares — an estimated $6.92M sold.

L.J. Altfest & Co first reported a position in IEUR in Q2 2020 and held it in 4 quarters. The position peaked at $7.88M in Q2 2020. 398 funds tracked by Wall St. Rank hold IEUR as of Q2 2025.

L.J. Altfest & Co reported no remaining iShares Core MSCI Europe ETF position as of Q2 2025 after selling out during the quarter.
L.J. Altfest & Co sold 115,075 iShares Core MSCI Europe ETF shares in Q2 2025, an estimated $6.92M.
L.J. Altfest & Co first reported a position in iShares Core MSCI Europe ETF in Q2 2020 and held it in 4 quarters.
L.J. Altfest & Co's iShares Core MSCI Europe ETF position peaked at $7.88M in Q2 2020.
398 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2025.

Based on L.J. Altfest & Co's 13F filing for Q2 2025, filed 8 Aug 2025.