Advisory Research’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Advisory Research’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
2022 Q3	–	Sell	-4,640	Closed	-$209K	–	373
2022 Q2	$209K	Buy	+4,640	New	+$229K	0.02%	302
2022 Q1	–	Sell	-3,878	Closed	-$226K	–	417
2021 Q4	$226K	Buy	+3,878	New	+$224K	0.02%	297
2020 Q1	–	Sell	-13,721	Closed	-$684K	–	312
2019 Q4	$684K	Buy	+13,721	New	+$654K	0.03%	213
2019 Q1	–	Sell	-8,100	Closed	-$335K	–	359
2018 Q4	$335K	Sell	8,100 -1,919	-19%	-$84.3K	0.01%	329
2018 Q3	$481K	Buy	+10,019	New	+$483K	0.01%	305
2018 Q1	–	Sell	-9,516	Closed	-$477K	–	395
2017 Q4	$477K	Buy	+9,516	New	+$473K	0.01%	338

Other funds holding IEUR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisory Research's IEUR Position: Q3 2022 in Review

Advisory Research sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2022, closing a stake of 4,640 shares — an estimated $209K sold.

Advisory Research first reported a position in IEUR in Q4 2017 and held it in 6 quarters. The position peaked at $684K in Q4 2019. 241 funds tracked by Wall St. Rank hold IEUR as of Q3 2022.

Advisory Research reported no remaining iShares Core MSCI Europe ETF position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 4,640 iShares Core MSCI Europe ETF shares in Q3 2022, an estimated $209K.
Advisory Research first reported a position in iShares Core MSCI Europe ETF in Q4 2017 and held it in 6 quarters.
Advisory Research's iShares Core MSCI Europe ETF position peaked at $684K in Q4 2019.
241 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.