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Cambridge Trust’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-161
Closed -$8.59K – 725
2023
Q1 		$8.59K Sell
161
-20
-11% -$1.07K ﹤0.01% 643
2022
Q4 		$9K Hold
181
– – ﹤0.01% 644
2022
Q3 		$7K Hold
181
– – ﹤0.01% 683
2022
Q2 		$9K Hold
181
– – ﹤0.01% 694
2022
Q1 		$11K Sell
181
-4
-2% -$252 ﹤0.01% 743
2021
Q4 		$13K Buy
+185
New +$12.9K ﹤0.01% 769
2020
Q3 		– Sell
-6,769
Closed -$341K – 237
2020
Q2 		$341K Sell
6,769
-601
-8% -$26.2K 0.02% 187
2020
Q1 		$283K Sell
7,370
-341
-4% -$16.9K 0.02% 193
2019
Q4 		$430K Sell
7,711
-625
-7% -$32.6K 0.02% 192
2019
Q3 		$406K Sell
8,336
-702
-8% -$34.2K 0.02% 187
2019
Q2 		$454K Buy
9,038
+99
+1% +$5.06K 0.03% 174
2019
Q1 		$451K Buy
8,939
+508
+6% +$25K 0.03% 174
2018
Q4 		$379K Sell
8,431
-4,954
-37% -$243K 0.03% 185
2018
Q3 		$742K Sell
13,385
-785
-6% -$44.2K 0.04% 150
2018
Q2 		$797K Buy
14,170
+329
+2% +$19.3K 0.05% 149
2018
Q1 		$801K Buy
13,841
+2,033
+17% +$120K 0.05% 147
2017
Q4 		$683K Buy
11,808
+106
+0.9% +$5.97K 0.04% 155
2017
Q3 		$658K Buy
+11,702
New +$632K 0.04% 154

Other funds holding IEUS

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Trust's IEUS Position: Q2 2023 in Review

Cambridge Trust sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q2 2023, closing a stake of 161 shares — an estimated $8.59K sold.

Cambridge Trust first reported a position in IEUS in Q3 2017 and held it in 18 quarters. The position peaked at $801K in Q1 2018. 44 funds tracked by Wall St. Rank hold IEUS as of Q2 2023.

  • Cambridge Trust reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 161 iShares MSCI Europe Small-Cap ETF shares in Q2 2023, an estimated $8.59K.
  • Cambridge Trust first reported a position in iShares MSCI Europe Small-Cap ETF in Q3 2017 and held it in 18 quarters.
  • Cambridge Trust's iShares MSCI Europe Small-Cap ETF position peaked at $801K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.