Conservest Capital Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Conservest Capital 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
2025 Q1	–	Sell	-22,523	Closed	-$1.22M	–	115
2024 Q4	$1.22M	Sell	22,523 -3,289	-13%	-$187K	0.13%	43
2024 Q3	$1.49M	Buy	25,812 +2,530	+11%	+$149K	0.15%	40
2024 Q2	$1.35M	Sell	23,282 -5,787	-20%	-$336K	0.15%	40
2024 Q1	$1.68M	Buy	29,069 +585	+2%	+$32.4K	0.17%	40
2023 Q4	$1.57M	Buy	28,484 +3,280	+13%	+$168K	0.17%	41
2023 Q3	$1.25M	Hold	25,204	–	–	0.15%	38
2023 Q2	$1.33M	Buy	25,204 +1,447	+6%	+$76.9K	0.15%	39
2023 Q1	$1.24M	Buy	23,757 +6,526	+38%	+$334K	0.15%	41
2022 Q4	$818K	Buy	+17,231	New	+$777K	0.1%	44
2022 Q3	–	Sell	-19,008	Closed	-$845K	–	42
2022 Q2	$855K	Buy	19,008 +5,385	+40%	+$266K	0.11%	45
2022 Q1	$727K	Buy	13,623 +2,135	+19%	+$117K	0.08%	49
2021 Q4	$668K	Buy	11,488 +2,189	+24%	+$127K	0.07%	57
2021 Q3	$521K	Buy	9,299 +1,675	+22%	+$97.6K	0.06%	56
2021 Q2	$437K	Buy	7,624 +1,074	+16%	+$61.9K	0.05%	63
2021 Q1	$353K	Buy	6,550 +2,295	+54%	+$122K	0.04%	63
2020 Q4	$218K	Buy	+4,255	New	+$204K	0.03%	75

Other funds holding IEUR

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Conservest Capital Advisors's IEUR Position: Q1 2025 in Review

Conservest Capital Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2025, closing a stake of 22,523 shares — an estimated $1.22M sold.

Conservest Capital Advisors first reported a position in IEUR in Q4 2020 and held it in 16 quarters. The position peaked at $1.68M in Q1 2024. 354 funds tracked by Wall St. Rank hold IEUR as of Q1 2025.

Conservest Capital Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q1 2025 after selling out during the quarter.
Conservest Capital Advisors sold 22,523 iShares Core MSCI Europe ETF shares in Q1 2025, an estimated $1.22M.
Conservest Capital Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2020 and held it in 16 quarters.
Conservest Capital Advisors's iShares Core MSCI Europe ETF position peaked at $1.68M in Q1 2024.
354 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2025.

Based on Conservest Capital Advisors's 13F filing for Q1 2025, filed 5 May 2025.