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

Mascoma 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 		$9.4K Hold
125
– – ﹤0.01% 328
2026
Q1 		$8.78K Hold
125
– – ﹤0.01% 331
2025
Q4 		$8.87K Hold
125
– – ﹤0.01% 326
2025
Q3 		$8.52K Hold
125
– – ﹤0.01% 335
2025
Q2 		$8.28K Hold
125
– – ﹤0.01% 344
2025
Q1 		$7.52K Hold
125
– – ﹤0.01% 359
2024
Q4 		$6.75K Hold
125
– – ﹤0.01% 380
2024
Q3 		$7.62K Hold
125
– – ﹤0.01% 345
2024
Q2 		$7.12K Hold
125
– – ﹤0.01% 370
2024
Q1 		$7.23K Hold
125
– – ﹤0.01% 347
2023
Q4 		$6.88K Hold
125
– – ﹤0.01% 361
2023
Q3 		$6.21K Hold
125
– – ﹤0.01% 370
2023
Q2 		$6.58K Hold
125
– – ﹤0.01% 361
2023
Q1 		$6.82K Hold
125
– – ﹤0.01% 447
2022
Q4 		$5.94K Sell
125
-225
-64% -$10.1K ﹤0.01% 473
2022
Q3 		$14K Hold
350
– – ﹤0.01% 362
2022
Q2 		$16K Hold
350
– – 0.01% 368
2022
Q1 		$19K Hold
350
– – 0.01% 375
2021
Q4 		$20K Hold
350
– – 0.01% 332
2021
Q3 		$20K Buy
+350
New +$20.4K 0.01% 293
2021
Q2 		– Sell
-350
Closed -$19K – 269
2021
Q1 		$19K Buy
+350
New +$18.6K 0.01% 295
2019
Q3 		– Sell
-350
Closed -$16K – 209
2019
Q2 		$16K Hold
350
– – 0.01% 240
2019
Q1 		$16K Hold
350
– – 0.01% 238
2018
Q4 		$14K Hold
350
– – 0.01% 237
2018
Q3 		$17K Hold
350
– – 0.01% 248
2018
Q2 		$17K Hold
350
– – 0.01% 235
2018
Q1 		$17K Hold
350
– – 0.01% 230
2017
Q4 		$18K Hold
350
– – 0.01% 221
2017
Q3 		$17K Buy
+350
New +$16.9K 0.01% 246

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 22.96% 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

Mascoma Wealth Management's IEUR Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares Core MSCI Europe ETF (IEUR) position steady in Q2 2026 at 125 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Mascoma Wealth Management first reported a position in IEUR in Q3 2017 and has held it in 29 quarters since. The position peaked at $20K in Q4 2021. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Mascoma Wealth Management held 125 shares of iShares Core MSCI Europe ETF worth $9.4K as of Q2 2026.
  • Mascoma Wealth Management left its iShares Core MSCI Europe ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Europe ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Mascoma Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2017 and has held it in 29 quarters since.
  • Mascoma Wealth Management's iShares Core MSCI Europe ETF position peaked at $20K in Q4 2021.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.