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United Advisor Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

United Advisor 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 		$248K Buy
3,533
+182
+5% +$13.3K 0.03% 441
2025
Q4 		$238K Sell
3,351
-172
-5% -$11.9K 0.03% 435
2025
Q3 		$240K Buy
+3,523
New +$235K 0.03% 411
2024
Q4 		– Sell
-3,969
Closed -$242K – 382
2024
Q3 		$242K Buy
+3,969
New +$233K 0.05% 301

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 $1.56T 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 $4.49B AUM 19.44% 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 $377B 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 $74.2B AUM 21.09% 1-Year Est. Return

United Advisor Group's IEUR Position: Q1 2026 in Review

United Advisor Group increased its iShares Core MSCI Europe ETF (IEUR) stake by 5.4% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,533 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #441.

United Advisor Group first reported a position in IEUR in Q3 2024 and has held it in 4 quarters since. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • United Advisor Group held 3,533 shares of iShares Core MSCI Europe ETF worth $248K as of Q1 2026.
  • United Advisor Group bought 182 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $13.3K.
  • iShares Core MSCI Europe ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #441 holding.
  • United Advisor Group first reported a position in iShares Core MSCI Europe ETF in Q3 2024 and has held it in 4 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.