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

Penobscot 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 		$2.64M Buy
35,145
+1,808
+5% +$135K 0.71% 25
2026
Q1 		$2.34M Buy
33,337
+1,911
+6% +$139K 0.69% 25
2025
Q4 		$2.23M Buy
31,426
+586
+2% +$40.6K 0.69% 26
2025
Q3 		$2.1M Buy
30,840
+1,773
+6% +$118K 0.67% 26
2025
Q2 		$1.92M Sell
29,067
-709
-2% -$44.8K 0.69% 26
2025
Q1 		$1.79M Sell
29,776
-2,473
-8% -$145K 0.75% 24
2024
Q4 		$1.74M Buy
32,249
+2,405
+8% +$137K 0.8% 23
2024
Q3 		$1.82M Buy
29,844
+2,111
+8% +$124K 0.98% 22
2024
Q2 		$1.62M Buy
27,733
+752
+3% +$43.6K 0.96% 23
2024
Q1 		$1.56M Sell
26,981
-10,619
-28% -$588K 0.99% 24
2023
Q4 		$2.07M Buy
37,600
+171
+0.5% +$8.76K 1.4% 20
2023
Q3 		$1.86M Buy
37,429
+281
+0.8% +$14.6K 1.41% 20
2023
Q2 		$1.95M Buy
37,148
+1,280
+4% +$68K 1.43% 17
2023
Q1 		$1.88M Sell
35,868
-2,268
-6% -$116K 1.46% 14
2022
Q4 		$1.81M Buy
38,136
+3,612
+10% +$163K 1.57% 15
2022
Q3 		$1.36M Buy
34,524
+3,279
+10% +$146K 1.32% 20
2022
Q2 		$1.41M Sell
31,245
-4,304
-12% -$213K 1.37% 19
2022
Q1 		$1.9M Sell
35,549
-33,471
-48% -$1.83M 1.71% 16
2021
Q4 		$4.01M Buy
69,020
+5,497
+9% +$318K 3.42% 7
2021
Q3 		$3.56M Buy
+63,523
New +$3.7M 3.3% 8

Other funds holding IEUR

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Penobscot Wealth Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 5.4% in Q2 2026, buying an estimated $135K and bringing the position to 35,145 shares worth $2.64M. The position accounts for 0.71% of the portfolio, ranked #25.

Penobscot Wealth Management first reported a position in IEUR in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.01M in Q4 2021. 60 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Penobscot Wealth Management held 35,145 shares of iShares Core MSCI Europe ETF worth $2.64M as of Q2 2026.
  • Penobscot Wealth Management bought 1,808 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $135K.
  • iShares Core MSCI Europe ETF made up 0.71% of Penobscot Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Penobscot Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2021 and has held it in 20 quarters since.
  • Penobscot Wealth Management's iShares Core MSCI Europe ETF position peaked at $4.01M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.