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True Wealth Design’s iShares Core MSCI Europe ETF IEUR Stock Holding History

True Wealth Design’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
2025
Q2 		– Sell
-2,269
Closed -$136K – 2689
2025
Q1 		$136K Hold
2,269
– – 0.05% 60
2024
Q4 		$122K Hold
2,269
– – 0.05% 51
2024
Q3 		$138K Sell
2,269
-248
-10% -$14.6K 0.05% 39
2024
Q2 		$143K Hold
2,517
– – 0.04% 124
2024
Q1 		$146K Sell
2,517
-278
-10% -$15.4K 0.04% 126
2023
Q4 		$154K Buy
+2,795
New +$143K 0.04% 120

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

True Wealth Design's IEUR Position: Q2 2025 in Review

True Wealth Design sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2025, closing a stake of 2,269 shares — an estimated $136K sold.

True Wealth Design first reported a position in IEUR in Q4 2023 and held it in 6 quarters. The position peaked at $154K in Q4 2023. 397 funds tracked by Wall St. Rank hold IEUR as of Q2 2025.

  • True Wealth Design reported no remaining iShares Core MSCI Europe ETF position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 2,269 iShares Core MSCI Europe ETF shares in Q2 2025, an estimated $136K.
  • True Wealth Design first reported a position in iShares Core MSCI Europe ETF in Q4 2023 and held it in 6 quarters.
  • True Wealth Design's iShares Core MSCI Europe ETF position peaked at $154K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.