Rothschild Investment LLC’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Rothschild Investment LLC’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	$621K	Buy	8,256 +165	+2%	+$12.3K	0.02%	532
2026 Q1	$569K	Hold	8,091	–	–	0.03%	366
2025 Q4	$574K	Buy	8,091 +81	+1%	+$5.61K	0.03%	333
2025 Q3	$546K	Buy	8,010 +16	+0.2%	+$1.07K	0.03%	327
2025 Q2	$529K	Buy	7,994 +154	+2%	+$9.73K	0.03%	327
2025 Q1	$472K	Hold	7,840	–	–	0.03%	347
2024 Q4	$423K	Buy	7,840 +102	+1%	+$5.81K	0.03%	372
2024 Q3	$471K	Hold	7,738	–	–	0.03%	356
2024 Q2	$441K	Buy	7,738 +142	+2%	+$8.24K	0.03%	355
2024 Q1	$439K	Hold	7,596	–	–	0.03%	346
2023 Q4	$418K	Sell	7,596 -372	-5%	-$19.1K	0.04%	306
2023 Q3	$396K	Hold	7,968	–	–	0.03%	334
2023 Q2	$419K	Buy	7,968 +194	+2%	+$10.3K	0.03%	326
2023 Q1	$407K	Hold	7,774	–	–	0.04%	324
2022 Q4	$369K	Buy	7,774 +54	+0.7%	+$2.44K	0.03%	335
2022 Q3	$305K	Buy	+7,720	New	+$343K	0.03%	356

Other funds holding IEUR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $341M AUM 11.75% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Rothschild Investment LLC's IEUR Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares Core MSCI Europe ETF (IEUR) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 8,256 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #532.

Rothschild Investment LLC first reported a position in IEUR in Q3 2022 and has held it in 16 quarters since. 239 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

Rothschild Investment LLC held 8,256 shares of iShares Core MSCI Europe ETF worth $621K as of Q2 2026.
Rothschild Investment LLC bought 165 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $12.3K.
iShares Core MSCI Europe ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #532 holding.
Rothschild Investment LLC first reported a position in iShares Core MSCI Europe ETF in Q3 2022 and has held it in 16 quarters since.
239 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.