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PlanVest Financial’s iShares Core MSCI Europe ETF IEUR Stock Holding History

PlanVest Financial’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 		$339K Buy
4,513
+644
+17% +$48K 0.23% 74
2026
Q1 		$272K Buy
+3,869
New +$282K 0.21% 80

Other funds holding IEUR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PlanVest Financial's IEUR Position: Q2 2026 in Review

PlanVest Financial increased its iShares Core MSCI Europe ETF (IEUR) stake by 17% in Q2 2026, buying an estimated $48K and bringing the position to 4,513 shares worth $339K. The position accounts for 0.23% of the portfolio, ranked #74.

PlanVest Financial first reported a position in IEUR in Q1 2026 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • PlanVest Financial held 4,513 shares of iShares Core MSCI Europe ETF worth $339K as of Q2 2026.
  • PlanVest Financial bought 644 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $48K.
  • iShares Core MSCI Europe ETF made up 0.23% of PlanVest Financial's portfolio in Q2 2026, its #74 holding.
  • PlanVest Financial first reported a position in iShares Core MSCI Europe ETF in Q1 2026 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.