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AE Wealth Management’s iShares MSCI Ireland ETF EIRL Stock Holding History

AE Wealth Management’s Portfolio EIRL Stock Details EIRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,942
Closed -$969K – 2085
2023
Q3 		$969K Buy
17,942
+52
+0.3% +$2.98K 0.01% 1111
2023
Q2 		$1.03M Buy
17,890
+7,509
+72% +$421K 0.01% 1081
2023
Q1 		$570K Buy
+10,381
New +$541K ﹤0.01% 1287

Other funds holding EIRL

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

AE Wealth Management's EIRL Position: Q4 2023 in Review

AE Wealth Management sold out of iShares MSCI Ireland ETF (EIRL) in Q4 2023, closing a stake of 17,942 shares — an estimated $969K sold.

AE Wealth Management first reported a position in EIRL in Q1 2023 and held it in 3 quarters. The position peaked at $1.03M in Q2 2023. 35 funds tracked by Wall St. Rank hold EIRL as of Q4 2023.

  • AE Wealth Management reported no remaining iShares MSCI Ireland ETF position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 17,942 iShares MSCI Ireland ETF shares in Q4 2023, an estimated $969K.
  • AE Wealth Management first reported a position in iShares MSCI Ireland ETF in Q1 2023 and held it in 3 quarters.
  • AE Wealth Management's iShares MSCI Ireland ETF position peaked at $1.03M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held iShares MSCI Ireland ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.