MSFP
IEUR icon

Mark Sheptoff Financial Planning’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Mark Sheptoff Financial Planning’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 		$29.6K Hold
400
– – 0.02% 228
2025
Q4 		$28.4K Hold
400
– – 0.01% 242
2025
Q3 		$27.2K Buy
+400
New +$26.7K 0.01% 245

Other funds holding IEUR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Mark Sheptoff Financial Planning's IEUR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its iShares Core MSCI Europe ETF (IEUR) position steady in Q1 2026 at 400 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #228.

Mark Sheptoff Financial Planning first reported a position in IEUR in Q3 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 400 shares of iShares Core MSCI Europe ETF worth $29.6K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its iShares Core MSCI Europe ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Europe ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #228 holding.
  • Mark Sheptoff Financial Planning first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.