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Phillips Wealth Planners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Phillips Wealth Planners’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 		$2.17M Buy
28,719
+6,692
+30% +$499K 1.6% 6
2026
Q1 		$1.65M Buy
22,027
+17,399
+376% +$1.27M 1.24% 13
2025
Q4 		$337K Buy
4,628
+282
+6% +$19.5K 0.27% 126
2025
Q3 		$301K Buy
4,346
+48
+1% +$3.2K 0.25% 140
2025
Q2 		$286K Buy
4,298
+140
+3% +$8.84K 0.26% 139
2025
Q1 		$243K Sell
4,158
-196
-5% -$11.5K 0.26% 141
2024
Q4 		$235K Buy
4,354
+377
+9% +$21.5K 0.23% 151
2024
Q3 		$235K Buy
3,977
+56
+1% +$3.29K 0.22% 166
2024
Q2 		$229K Buy
3,921
+9
+0.2% +$522 0.24% 156
2024
Q1 		$217K Buy
+3,912
New +$217K 0.25% 162

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

Phillips Wealth Planners's IEUR Position: Q2 2026 in Review

Phillips Wealth Planners increased its iShares Core MSCI Europe ETF (IEUR) stake by 30% in Q2 2026, buying an estimated $499K and bringing the position to 28,719 shares worth $2.17M. The position accounts for 1.6% of the portfolio, ranked #6.

Phillips Wealth Planners first reported a position in IEUR in Q1 2024 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Phillips Wealth Planners held 28,719 shares of iShares Core MSCI Europe ETF worth $2.17M as of Q2 2026.
  • Phillips Wealth Planners bought 6,692 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $499K.
  • iShares Core MSCI Europe ETF made up 1.6% of Phillips Wealth Planners's portfolio in Q2 2026, its #6 holding.
  • Phillips Wealth Planners first reported a position in iShares Core MSCI Europe ETF in Q1 2024 and has held it in 10 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.