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 Q2	$4.8M	Sell	63,818 -2,861	-4%	-$213K	0.03%	462
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Waverly Advisors's IEUR Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Core MSCI Europe ETF (IEUR) stake by 4.3% in Q2 2026, selling an estimated $213K and leaving 63,818 shares worth $4.8M. The position accounts for 0.03% of the portfolio, ranked #462.

Waverly Advisors first reported a position in IEUR in Q1 2024 and has held it in 8 quarters since. 451 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

Waverly Advisors held 63,818 shares of iShares Core MSCI Europe ETF worth $4.8M as of Q2 2026.
Waverly Advisors sold 2,861 iShares Core MSCI Europe ETF shares in Q2 2026, an estimated $213K.
iShares Core MSCI Europe ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #462 holding.
Waverly Advisors first reported a position in iShares Core MSCI Europe ETF in Q1 2024 and has held it in 8 quarters since.
451 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.