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

SevenBridge Financial Group’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	$318K	Sell	4,281 -198	-4%	-$14.5K	0.05%	164
2025 Q4	$332K	Hold	4,479	–	–	0.05%	162
2025 Q3	$314K	Hold	4,479	–	–	0.05%	165
2025 Q2	$297K	Hold	4,479	–	–	0.05%	176
2025 Q1	$285K	Hold	4,479	–	–	0.06%	187
2024 Q4	$262K	Hold	4,479	–	–	0.05%	192
2024 Q3	$254K	Hold	4,479	–	–	0.05%	196
2024 Q2	$249K	Hold	4,479	–	–	0.06%	181
2024 Q1	$257K	Hold	4,479	–	–	0.06%	179
2023 Q4	$246K	Hold	4,479	–	–	0.06%	172
2023 Q3	$222K	Hold	4,479	–	–	0.06%	174
2023 Q2	$236K	Hold	4,479	–	–	0.06%	163
2023 Q1	$235K	Hold	4,479	–	–	0.06%	166
2022 Q4	$213K	Buy	+4,479	New	+$202K	0.06%	172
2022 Q3	–	Sell	-4,479	Closed	-$201K	–	169
2022 Q2	$201K	Hold	4,479	–	–	0.08%	140
2022 Q1	$239K	Hold	4,479	–	–	0.08%	140
2021 Q4	$260K	Hold	4,479	–	–	0.08%	153
2021 Q3	$251K	Buy	+4,479	New	+$261K	0.08%	149

Other funds holding IEUR

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SevenBridge Financial Group's IEUR Position: Q1 2026 in Review

SevenBridge Financial Group reduced its iShares Core MSCI Europe ETF (IEUR) stake by 4.4% in Q1 2026, selling an estimated $14.5K and leaving 4,281 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #164.

SevenBridge Financial Group first reported a position in IEUR in Q3 2021 and has held it in 18 quarters since. The position peaked at $332K in Q4 2025. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

SevenBridge Financial Group held 4,281 shares of iShares Core MSCI Europe ETF worth $318K as of Q1 2026.
SevenBridge Financial Group sold 198 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $14.5K.
iShares Core MSCI Europe ETF made up 0.05% of SevenBridge Financial Group's portfolio in Q1 2026, its #164 holding.
SevenBridge Financial Group first reported a position in iShares Core MSCI Europe ETF in Q3 2021 and has held it in 18 quarters since.
SevenBridge Financial Group's iShares Core MSCI Europe ETF position peaked at $332K in Q4 2025.
447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.