PWAC
IEUR icon

Private Wealth Advisors (California)’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Private Wealth Advisors (California)’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 		$7.04M Buy
100,230
+13,403
+15% +$978K 1.98% 13
2025
Q4 		$6.16M Buy
86,827
+2,908
+3% +$201K 2.22% 15
2025
Q3 		$5.72M Sell
83,919
-15,995
-16% -$1.07M 2.15% 14
2025
Q2 		$6.61M Buy
99,914
+770
+0.8% +$48.6K 2.6% 13
2025
Q1 		$5.96M Sell
99,144
-8,897
-8% -$523K 2.5% 16
2024
Q4 		$5.83M Sell
108,041
-2,027
-2% -$116K 2.54% 14
2024
Q3 		$6.63M Buy
110,068
+9,226
+9% +$542K 2.7% 12
2024
Q2 		$5.77M Buy
100,842
+56,751
+129% +$3.29M 2.52% 14
2024
Q1 		$2.55M Buy
+44,091
New +$2.44M 1.07% 31

Other funds holding IEUR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return