Palisades Hudson Asset Management, L.P. IEUR holdings history
ISHARES CORE MSCI EUROPE ETF · CUSIP 46434V738 · CIK 1388443
As of 2026-06-30, Palisades Hudson Asset Management, L.P. reported 149.59K IEUR (shares), valued at $11.24M, or 3.94% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 1.50%; reported value increased 5.37%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.94% | 149,589 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 4.16% | 151,867 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 4.30% | 156,391 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 4.57% | 184,960 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 4.87% | 187,991 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 5.10% | 186,931 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 4.25% | 186,866 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 4.79% | 186,417 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 4.92% | 188,130 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 4.88% | 185,212 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.03% | 188,672 | SEC filing ↗Filed Feb 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.03% | 188,672 | $10.38M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 4.88% | 185,212 | $10.71M | Shares decreased 1.83%; reported value increased 3.22%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 4.92% | 188,130 | $10.71M | Shares increased 1.58%; reported value decreased 0.01%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 4.79% | 186,417 | $11.36M | Shares decreased 0.91%; reported value increased 6.01%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 4.25% | 186,866 | $10.09M | Shares increased 0.24%; reported value decreased 11.19%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 5.10% | 186,931 | $11.24M | Shares increased 0.03%; reported value increased 11.47%, and weight changed +0.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 4.87% | 187,991 | $12.45M | Shares increased 0.57%; reported value increased 10.68%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 4.57% | 184,960 | $12.60M | Shares decreased 1.61%; reported value increased 1.24%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.30% | 156,391 | $11.10M | Shares decreased 15.45%; reported value decreased 11.89%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 4.16% | 151,867 | $10.67M | Shares decreased 2.89%; reported value decreased 3.86%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.94% | 149,589 | $11.24M | Shares decreased 1.50%; reported value increased 5.37%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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