McCarter Private Wealth Services’s iShares Core MSCI Europe ETF IEUR Stock Holding History

McCarter Private Wealth Services’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	$1.66M	Sell	22,086 -2,797	-11%	-$208K	0.57%	52
2026 Q1	$1.75M	Buy	24,883 +425	+2%	+$31K	0.76%	40
2025 Q4	$1.74M	Buy	24,458 +12,923	+112%	+$895K	0.78%	36
2025 Q3	$786K	Buy	11,535 +1,719	+18%	+$115K	0.4%	55
2025 Q2	$650K	Buy	+9,816	New	+$620K	0.37%	58

Other funds holding IEUR

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McCarter Private Wealth Services's IEUR Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its iShares Core MSCI Europe ETF (IEUR) stake by 11% in Q2 2026, selling an estimated $208K and leaving 22,086 shares worth $1.66M. The position accounts for 0.57% of the portfolio, ranked #52.

McCarter Private Wealth Services first reported a position in IEUR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q1 2026. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

McCarter Private Wealth Services held 22,086 shares of iShares Core MSCI Europe ETF worth $1.66M as of Q2 2026.
McCarter Private Wealth Services sold 2,797 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $208K.
iShares Core MSCI Europe ETF made up 0.57% of McCarter Private Wealth Services's portfolio in Q2 2026, its #52 holding.
McCarter Private Wealth Services first reported a position in iShares Core MSCI Europe ETF in Q2 2025 and has held it in 5 quarters since.
McCarter Private Wealth Services's iShares Core MSCI Europe ETF position peaked at $1.75M in Q1 2026.
450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.