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9258 Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

9258 Wealth Management’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
2024
Q3 		$351K Buy
5,757
+46
+0.8% +$2.7K 0.05% 251
2024
Q2 		$325K Buy
5,711
+5
+0.1% +$290 0.05% 253
2024
Q1 		$330K Sell
5,706
-1
-0% -$55 0.05% 255
2023
Q4 		$314K Buy
5,707
+309
+6% +$15.8K 0.06% 250
2023
Q3 		$268K Hold
5,398
– – 0.05% 263
2023
Q2 		$284K Buy
5,398
+57
+1% +$3.03K 0.05% 260
2023
Q1 		$280K Buy
5,341
+1,042
+24% +$53.3K 0.06% 258
2022
Q4 		$204K Sell
4,299
-1,738
-29% -$78.4K 0.04% 308
2022
Q3 		$239K Sell
6,037
-262
-4% -$11.7K 0.06% 279
2022
Q2 		$283K Sell
6,299
-9,897
-61% -$489K 0.07% 258
2022
Q1 		$865K Buy
16,196
+1,068
+7% +$58.4K 0.2% 124
2021
Q4 		$880K Buy
15,128
+6,257
+71% +$362K 0.2% 124
2021
Q3 		$497K Buy
8,871
+215
+2% +$12.5K 0.13% 170
2021
Q2 		$496K Buy
+8,656
New +$499K 0.13% 169
2020
Q1 		– Sell
-5,955
Closed -$297K – 290
2019
Q4 		$297K Hold
5,955
– – 0.11% 213
2019
Q3 		$272K Sell
5,955
-291
-5% -$13.2K 0.21% 138
2019
Q2 		$291K Buy
6,246
+121
+2% +$5.63K 0.23% 129
2019
Q1 		$281K Buy
6,125
+596
+11% +$26.5K 0.24% 123
2018
Q4 		$229K Buy
+5,529
New +$243K 0.22% 138

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

9258 Wealth Management's IEUR Position: Q3 2024 in Review

9258 Wealth Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 0.81% in Q3 2024, buying an estimated $2.7K and bringing the position to 5,757 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #251.

9258 Wealth Management first reported a position in IEUR in Q4 2018 and has held it in 19 quarters since. The position peaked at $880K in Q4 2021. 317 funds tracked by Wall St. Rank hold IEUR as of Q3 2024.

  • 9258 Wealth Management held 5,757 shares of iShares Core MSCI Europe ETF worth $351K as of Q3 2024.
  • 9258 Wealth Management bought 46 iShares Core MSCI Europe ETF shares in Q3 2024, an estimated $2.7K.
  • iShares Core MSCI Europe ETF made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #251 holding.
  • 9258 Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2018 and has held it in 19 quarters since.
  • 9258 Wealth Management's iShares Core MSCI Europe ETF position peaked at $880K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.