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

Angeles 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 Q1	–	Sell	-4,500	Closed	-$248K	–	301
2023 Q4	$248K	Hold	4,500	–	–	0.03%	172
2023 Q3	$223K	Hold	4,500	–	–	0.03%	156
2023 Q2	$237K	Hold	4,500	–	–	0.03%	162
2023 Q1	$236K	Hold	4,500	–	–	0.04%	159
2022 Q4	$214K	Hold	4,500	–	–	0.04%	162
2022 Q3	$178K	Buy	+4,500	New	+$200K	0.04%	167

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Angeles Wealth Management's IEUR Position: Q1 2024 in Review

Angeles Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2024, closing a stake of 4,500 shares — an estimated $248K sold.

Angeles Wealth Management first reported a position in IEUR in Q3 2022 and held it in 6 quarters. The position peaked at $248K in Q4 2023. 297 funds tracked by Wall St. Rank hold IEUR as of Q1 2024.

Angeles Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q1 2024 after selling out during the quarter.
Angeles Wealth Management sold 4,500 iShares Core MSCI Europe ETF shares in Q1 2024, an estimated $248K.
Angeles Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2022 and held it in 6 quarters.
Angeles Wealth Management's iShares Core MSCI Europe ETF position peaked at $248K in Q4 2023.
297 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2024.

Based on Angeles Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.