Financial Gravity Companies, Inc. IEUR β€” ISHARES CORE MSCI EUROPE ETF

Ownership history in Financial Gravity Companies, Inc.  Β·  4 quarters on record

AI Ownership Summary

Financial Gravity Companies, Inc. reported ISHARES CORE MSCI EUROPE ETF (IEUR) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 1.47% in 2024 Q3. The latest visible filing shows IEUR at 1.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Companies, Inc.'s position in ISHARES CORE MSCI EUROPE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

IEUR was reported at 1.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Companies, Inc. held IEUR β€” position size vs. price
% of Fund (quarterly)    IEUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED β€” β€” β€” 112,263 +14,057 +14.3% 1.46% $7.4M 2025-08-14 (Est.) $64.87
2024 Q4 ADDED β€” β€” β€” 98,206 +7,977 +8.8% 1.21% $5.3M 2025-02-14 $56.76
2024 Q3 ADDED β€” β€” β€” 90,229 +89,797 +20786.3% 1.47% $5.5M 2024-11-14 $51.95
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IEUR

As of 2026 Q2 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.27% Versant Capital Management, Inc 3Y 7Y 0.14%

FAQ About Financial Gravity Companies, Inc. and IEUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Companies, Inc. reported owning IEUR?

Financial Gravity Companies, Inc. reported IEUR across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported IEUR position in Financial Gravity Companies, Inc.'s portfolio?

The largest reported portfolio weight for IEUR was 1.47% in 2024 Q3.

What is the latest reported IEUR position on this page?

The most recent filing on this page is 2025 Q2, when Financial Gravity Companies, Inc. reported 112,263 shares, equal to 1.46% of portfolio, with an estimated market value of $7.4M.

What does the chart on this IEUR ownership page compare?

The chart compares Financial Gravity Companies, Inc.'s quarterly IEUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Gravity Companies, Inc. time their IEUR position?

Based on 13F filing dates vs. subsequent IEUR price moves, Financial Gravity Companies, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IEUR relative to SPY over the holding period was +18.9%.

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