Certified Advisory Corp’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-32	Closed	-$2K	–	453
2021 Q1	$2K	Buy	+32	New	+$1.7K	﹤0.01%	733
2020 Q2	$1K	Sell	32 -2,332	-99%	-$94K	﹤0.01%	725
2020 Q1	$88K	Hold	2,364	–	–	0.03%	220
2019 Q4	$118K	Buy	2,364 +2	+0.1%	+$95	0.04%	222
2019 Q3	$108K	Hold	2,362	–	–	0.04%	231
2019 Q2	$110K	Buy	2,362 +10	+0.4%	+$466	0.04%	224
2019 Q1	$108K	Hold	2,352	–	–	0.05%	210
2018 Q4	$97K	Sell	2,352 -1,997	-46%	-$87.7K	0.05%	199
2018 Q3	$209K	Hold	4,349	–	–	0.1%	149
2018 Q2	$207K	Sell	4,349 -81	-2%	-$4.06K	0.12%	136
2018 Q1	$220K	Buy	+4,430	New	+$226K	0.13%	136

Other funds holding IEUR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Certified Advisory Corp's IEUR Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2021, closing a stake of 32 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in IEUR in Q1 2018 and held it in 11 quarters. The position peaked at $220K in Q1 2018. 245 funds tracked by Wall St. Rank hold IEUR as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Core MSCI Europe ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 32 iShares Core MSCI Europe ETF shares in Q2 2021, an estimated $2K.
Certified Advisory Corp first reported a position in iShares Core MSCI Europe ETF in Q1 2018 and held it in 11 quarters.
Certified Advisory Corp's iShares Core MSCI Europe ETF position peaked at $220K in Q1 2018.
245 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.