Altman Advisors, Inc. IEUR holdings history
ISHARES CORE MSCI EUROPE ETF · CUSIP 46434V738 · CIK 1731671
As of 2026-06-30, Altman Advisors, Inc. reported 265.64K IEUR (shares), valued at $19.97M, or 7.17% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 1.19%; reported value increased 5.70%, and weight changed -0.66 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 | 7.17% | 265,639 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 7.83% | 268,835 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 6.26% | 234,061 | SEC filing ↗Filed Feb 4, 2026 |
| Q3 2025 | 6.02% | 230,942 | SEC filing ↗Filed Nov 13, 2025Amended |
| Q2 2025 | 6.18% | 228,774 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 6.30% | 218,474 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 4.29% | 186,285 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.68% | 172,551 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 4.69% | 144,841 | SEC filing ↗Filed Aug 8, 2024 |
| Q1 2024 | 4.05% | 144,011 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 3.95% | 137,018 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 3.95% | 137,018 | $7.54M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.05% | 144,011 | $8.31M | Shares increased 5.10%; reported value increased 10.28%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 4.69% | 144,841 | $8.25M | Shares increased 0.58%; reported value decreased 0.78%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2024 |
| Q3 2024 | 4.68% | 172,551 | $10.51M | Shares increased 19.13%; reported value increased 27.46%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 4.29% | 186,285 | $10.06M | Shares increased 7.96%; reported value decreased 4.36%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 6.30% | 218,474 | $13.67M | Shares increased 17.28%; reported value increased 35.92%, and weight changed +2.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 6.18% | 228,774 | $15.14M | Shares increased 4.71%; reported value increased 10.76%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 6.02% | 230,942 | $15.73M | Shares increased 0.95%; reported value increased 3.92%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 6.26% | 234,061 | $16.61M | Shares increased 1.35%; reported value increased 5.61%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2026 |
| Q1 2026 | 7.83% | 268,835 | $18.89M | Shares increased 14.86%; reported value increased 13.71%, and weight changed +1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 7.17% | 265,639 | $19.97M | Shares decreased 1.19%; reported value increased 5.70%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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