Abacus Wealth Partners’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Abacus Wealth Partners’s Portfolio IEUS Stock Details IEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,591	Closed	-$250K	–	105
2021 Q4	$250K	Hold	3,591	–	–	0.09%	94
2021 Q3	$248K	Hold	3,591	–	–	0.09%	86
2021 Q2	$249K	Hold	3,591	–	–	0.1%	89
2021 Q1	$236K	Hold	3,591	–	–	0.17%	90
2020 Q4	$223K	Buy	+3,591	New	+$201K	0.19%	82

Other funds holding IEUS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abacus Wealth Partners's IEUS Position: Q1 2022 in Review

Abacus Wealth Partners sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2022, closing a stake of 3,591 shares — an estimated $250K sold.

Abacus Wealth Partners first reported a position in IEUS in Q4 2020 and held it in 5 quarters. The position peaked at $250K in Q4 2021. 56 funds tracked by Wall St. Rank hold IEUS as of Q1 2022.

Abacus Wealth Partners reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Abacus Wealth Partners sold 3,591 iShares MSCI Europe Small-Cap ETF shares in Q1 2022, an estimated $250K.
Abacus Wealth Partners first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2020 and held it in 5 quarters.
Abacus Wealth Partners's iShares MSCI Europe Small-Cap ETF position peaked at $250K in Q4 2021.
56 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.