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Schwarz Dygos Wheeler Investment Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$2.02M Buy
26,820
+2,077
+8% +$155K 0.38% 48
2026
Q1 		$1.74M Buy
24,743
+440
+2% +$32.1K 0.36% 50
2025
Q4 		$1.73M Sell
24,303
-193
-0.8% -$13.4K 0.36% 48
2025
Q3 		$1.67M Sell
24,496
-36
-0.1% -$2.4K 0.35% 49
2025
Q2 		$1.62M Buy
24,532
+402
+2% +$25.4K 0.37% 51
2025
Q1 		$1.45M Buy
24,130
+270
+1% +$15.9K 0.34% 55
2024
Q4 		$1.29M Sell
23,860
-364
-2% -$20.7K 0.32% 57
2024
Q3 		$1.48M Buy
24,224
+109
+0.5% +$6.4K 0.37% 55
2024
Q2 		$1.37M Buy
24,115
+408
+2% +$23.7K 0.37% 53
2024
Q1 		$1.37M Buy
23,707
+483
+2% +$26.8K 0.38% 53
2023
Q4 		$1.28M Buy
23,224
+111
+0.5% +$5.68K 0.39% 49
2023
Q3 		$1.15M Buy
23,113
+2,338
+11% +$122K 0.39% 50
2023
Q2 		$1.09M Sell
20,775
-239
-1% -$12.7K 0.36% 51
2023
Q1 		$1.1M Buy
21,014
+966
+5% +$49.4K 0.4% 49
2022
Q4 		$952K Buy
20,048
+2,490
+14% +$112K 0.37% 51
2022
Q3 		$694K Buy
17,558
+940
+6% +$41.8K 0.31% 56
2022
Q2 		$747K Buy
16,618
+2,109
+15% +$104K 0.3% 59
2022
Q1 		$775K Buy
14,509
+899
+7% +$49.2K 0.26% 59
2021
Q4 		$792K Buy
13,610
+1,797
+15% +$104K 0.27% 63
2021
Q3 		$662K Buy
11,813
+936
+9% +$54.6K 0.24% 68
2021
Q2 		$623K Buy
10,877
+570
+6% +$32.8K 0.23% 68
2021
Q1 		$556K Buy
10,307
+377
+4% +$20K 0.23% 68
2020
Q4 		$509K Buy
9,930
+152
+2% +$7.3K 0.24% 61
2020
Q3 		$437K Buy
9,778
+1,328
+16% +$60.2K 0.25% 65
2020
Q2 		$368K Buy
8,450
+569
+7% +$22.9K 0.24% 62
2020
Q1 		$292K Buy
7,881
+1,877
+31% +$84.6K 0.25% 59
2019
Q4 		$299K Buy
6,004
+793
+15% +$37.8K 0.2% 65
2019
Q3 		$238K Buy
+5,211
New +$236K 0.19% 70

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

Schwarz Dygos Wheeler Investment Advisors's IEUR Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares Core MSCI Europe ETF (IEUR) stake by 8.4% in Q2 2026, buying an estimated $155K and bringing the position to 26,820 shares worth $2.02M. The position accounts for 0.38% of the portfolio, ranked #48.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IEUR in Q3 2019 and has held it in 28 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 26,820 shares of iShares Core MSCI Europe ETF worth $2.02M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 2,077 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $155K.
  • iShares Core MSCI Europe ETF made up 0.38% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2019 and has held it in 28 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.