WA
IEUR icon

Waverly Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Waverly 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
Q1 		$4.69M Buy
66,679
+30,520
+84% +$2.23M 0.04% 422
2025
Q4 		$2.57M Buy
36,159
+3,928
+12% +$272K 0.02% 535
2025
Q3 		$2.2M Buy
32,231
+6,665
+26% +$444K 0.02% 496
2025
Q2 		$1.69M Buy
25,566
+16,812
+192% +$1.06M 0.02% 522
2025
Q1 		$527K Sell
8,754
-310
-3% -$18.2K 0.01% 757
2024
Q4 		$489K Buy
+9,064
New +$517K 0.01% 691
2024
Q2 		– Sell
-2,859
Closed -$165K – 816
2024
Q1 		$165K Buy
+2,859
New +$158K ﹤0.01% 663

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 $4.14B AUM 15.99% 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

Waverly Advisors's IEUR Position: Q1 2026 in Review

Waverly Advisors increased its iShares Core MSCI Europe ETF (IEUR) stake by 84% in Q1 2026, buying an estimated $2.23M and bringing the position to 66,679 shares worth $4.69M. The position accounts for 0.04% of the portfolio, ranked #422.

Waverly Advisors first reported a position in IEUR in Q1 2024 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold IEUR as of Q1 2026.

  • Waverly Advisors held 66,679 shares of iShares Core MSCI Europe ETF worth $4.69M as of Q1 2026.
  • Waverly Advisors bought 30,520 iShares Core MSCI Europe ETF shares in Q1 2026, an estimated $2.23M.
  • iShares Core MSCI Europe ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #422 holding.
  • Waverly Advisors first reported a position in iShares Core MSCI Europe ETF in Q1 2024 and has held it in 7 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.