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

Bison Wealth’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
2021
Q4 		– Sell
-300
Closed -$17K – 401
2021
Q3 		$17K Sell
300
-200
-40% -$11.7K 0.01% 383
2021
Q2 		$29K Hold
500
– – 0.01% 340
2021
Q1 		$27K Hold
500
– – 0.01% 350
2020
Q4 		$26K Hold
500
– – 0.01% 321
2020
Q3 		$22K Hold
500
– – 0.01% 286
2020
Q2 		$21K Hold
500
– – 0.01% 284
2020
Q1 		$19K Hold
500
– – 0.01% 276
2019
Q4 		$25K Buy
+500
New +$23.8K 0.01% 321

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bison Wealth's IEUR Position: Q4 2021 in Review

Bison Wealth sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2021, closing a stake of 300 shares — an estimated $17K sold.

Bison Wealth first reported a position in IEUR in Q4 2019 and held it in 8 quarters. The position peaked at $29K in Q2 2021. 273 funds tracked by Wall St. Rank hold IEUR as of Q4 2021.

  • Bison Wealth reported no remaining iShares Core MSCI Europe ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 300 iShares Core MSCI Europe ETF shares in Q4 2021, an estimated $17K.
  • Bison Wealth first reported a position in iShares Core MSCI Europe ETF in Q4 2019 and held it in 8 quarters.
  • Bison Wealth's iShares Core MSCI Europe ETF position peaked at $29K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.