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

Modern 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 Q1	–	Sell	-15,166	Closed	-$1.08M	–	918
2025 Q4	$1.08M	Buy	15,166 +10,818	+249%	+$749K	0.02%	394
2025 Q3	$296K	Sell	4,348 -217	-5%	-$14.5K	0.01%	649
2025 Q2	$302K	Buy	4,565 +113	+3%	+$7.14K	0.01%	609
2025 Q1	$268K	Sell	4,452 -515	-10%	-$30.3K	0.01%	565
2024 Q4	$268K	Buy	4,967 +297	+6%	+$16.9K	0.01%	485
2024 Q3	$285K	Buy	4,670 +49	+1%	+$2.88K	0.02%	352
2024 Q2	$263K	Buy	4,621 +4	+0.1%	+$232	0.02%	336
2024 Q1	$267K	Sell	4,617 -675	-13%	-$37.4K	0.02%	256
2023 Q4	$291K	Buy	+5,292	New	+$271K	0.04%	145

Other funds holding IEUR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Modern Wealth Management's IEUR Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2026, closing a stake of 15,166 shares — an estimated $1.08M sold.

Modern Wealth Management first reported a position in IEUR in Q4 2023 and held it in 9 quarters. The position peaked at $1.08M in Q4 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

Modern Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 15,166 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $1.08M.
Modern Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2023 and held it in 9 quarters.
Modern Wealth Management's iShares Core MSCI Europe ETF position peaked at $1.08M in Q4 2025.
447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.