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ORBA Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

ORBA Wealth Advisors’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 		$1.53M Buy
20,375
+10,332
+103% +$770K 1.31% 25
2026
Q1 		$706K Sell
10,043
-5,403
-35% -$394K 0.84% 36
2025
Q4 		$1.1M Buy
15,446
+5,182
+50% +$359K 0.95% 31
2025
Q3 		$699K Buy
+10,264
New +$684K 0.58% 40

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

ORBA Wealth Advisors's IEUR Position: Q2 2026 in Review

ORBA Wealth Advisors increased its iShares Core MSCI Europe ETF (IEUR) stake by 103% in Q2 2026, buying an estimated $770K and bringing the position to 20,375 shares worth $1.53M. The position accounts for 1.31% of the portfolio, ranked #25.

ORBA Wealth Advisors first reported a position in IEUR in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • ORBA Wealth Advisors held 20,375 shares of iShares Core MSCI Europe ETF worth $1.53M as of Q2 2026.
  • ORBA Wealth Advisors bought 10,332 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $770K.
  • iShares Core MSCI Europe ETF made up 1.31% of ORBA Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • ORBA Wealth Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

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