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Beacon Harbor Wealth Advisors’s iShares MSCI Ireland ETF EIRL Stock Holding History

Beacon Harbor Wealth Advisors’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
2020
Q1 		– Sell
-66,279
Closed -$3.07M – 46
2019
Q4 		$3.07M Buy
66,279
+1,628
+3% +$71.5K 1.82% 13
2019
Q3 		$2.78M Buy
+64,651
New +$2.63M 1.78% 11

Other funds holding EIRL

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Beacon Harbor Wealth Advisors's EIRL Position: Q1 2020 in Review

Beacon Harbor Wealth Advisors sold out of iShares MSCI Ireland ETF (EIRL) in Q1 2020, closing a stake of 66,279 shares — an estimated $3.07M sold.

Beacon Harbor Wealth Advisors first reported a position in EIRL in Q3 2019 and held it in 2 quarters. The position peaked at $3.07M in Q4 2019. 28 funds tracked by Wall St. Rank hold EIRL as of Q1 2020.

  • Beacon Harbor Wealth Advisors reported no remaining iShares MSCI Ireland ETF position as of Q1 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 66,279 iShares MSCI Ireland ETF shares in Q1 2020, an estimated $3.07M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares MSCI Ireland ETF in Q3 2019 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's iShares MSCI Ireland ETF position peaked at $3.07M in Q4 2019.
  • 28 funds tracked by Wall St. Rank held iShares MSCI Ireland ETF as of Q1 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.