Calamos Wealth Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Calamos Wealth Management’s Portfolio IEUS Stock Details IEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,665	Closed	-$280K	–	324
2022 Q4	$280K	Buy	+5,665	New	+$266K	0.02%	269
2021 Q4	–	Sell	-10,291	Closed	-$712K	–	332
2021 Q3	$712K	Hold	10,291	–	–	0.06%	185
2021 Q2	$714K	Buy	+10,291	New	+$725K	0.06%	192

Other funds holding IEUS

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Calamos Wealth Management's IEUS Position: Q1 2023 in Review

Calamos Wealth Management sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2023, closing a stake of 5,665 shares — an estimated $280K sold.

Calamos Wealth Management first reported a position in IEUS in Q2 2021 and held it in 3 quarters. The position peaked at $714K in Q2 2021. 52 funds tracked by Wall St. Rank hold IEUS as of Q1 2023.

Calamos Wealth Management reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Calamos Wealth Management sold 5,665 iShares MSCI Europe Small-Cap ETF shares in Q1 2023, an estimated $280K.
Calamos Wealth Management first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2021 and held it in 3 quarters.
Calamos Wealth Management's iShares MSCI Europe Small-Cap ETF position peaked at $714K in Q2 2021.
52 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2023.

Based on Calamos Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.