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Vertex Planning Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Vertex Planning Partners’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 		$201K Sell
2,668
-1,320
-33% -$98.4K 0.03% 158
2026
Q1 		$280K Buy
+3,988
New +$291K 0.05% 117

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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

Vertex Planning Partners's IEUR Position: Q2 2026 in Review

Vertex Planning Partners reduced its iShares Core MSCI Europe ETF (IEUR) stake by 33% in Q2 2026, selling an estimated $98.4K and leaving 2,668 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #158.

Vertex Planning Partners first reported a position in IEUR in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Vertex Planning Partners held 2,668 shares of iShares Core MSCI Europe ETF worth $201K as of Q2 2026.
  • Vertex Planning Partners sold 1,320 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $98.4K.
  • iShares Core MSCI Europe ETF made up 0.03% of Vertex Planning Partners's portfolio in Q2 2026, its #158 holding.
  • Vertex Planning Partners first reported a position in iShares Core MSCI Europe ETF in Q1 2026 and has held it in 2 quarters since.
  • Vertex Planning Partners's iShares Core MSCI Europe ETF position peaked at $280K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.