Colonial Trust Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Colonial Trust Advisors’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
2024 Q4	–	Sell	-120	Closed	-$7.29K	–	728
2024 Q3	$7.29K	Hold	120	–	–	﹤0.01%	575
2024 Q2	$6.82K	Buy	120 +3	+3%	+$174	﹤0.01%	571
2024 Q1	$6.78K	Sell	117 -250	-68%	-$13.9K	﹤0.01%	658
2023 Q4	$20.2K	Buy	367 +101	+38%	+$5.17K	﹤0.01%	410
2023 Q3	$13.2K	Sell	266 -300	-53%	-$15.6K	﹤0.01%	474
2023 Q2	$29.8K	Sell	566 -62	-10%	-$3.3K	﹤0.01%	389
2023 Q1	$32.9K	Hold	628	–	–	﹤0.01%	381
2022 Q4	$29.9K	Buy	+628	New	+$28.3K	﹤0.01%	390

Other funds holding IEUR

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

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

EWA

ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return

Colonial Trust Advisors's IEUR Position: Q4 2024 in Review

Colonial Trust Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2024, closing a stake of 120 shares — an estimated $7.29K sold.

Colonial Trust Advisors first reported a position in IEUR in Q4 2022 and held it in 8 quarters. The position peaked at $32.9K in Q1 2023. 322 funds tracked by Wall St. Rank hold IEUR as of Q4 2024.

Colonial Trust Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 120 iShares Core MSCI Europe ETF shares in Q4 2024, an estimated $7.29K.
Colonial Trust Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's iShares Core MSCI Europe ETF position peaked at $32.9K in Q1 2023.
322 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.