Consilium Wealth Advisory’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.99M Buy
105,572
+4,294
+4% +$284K 2.95% 10
2025
Q1
$6.09M Sell
101,278
-4,620
-4% -$278K 3.05% 10
2024
Q4
$5.72M Buy
105,898
+1,049
+1% +$56.6K 2.73% 10
2024
Q3
$6.39M Sell
104,849
-971
-0.9% -$59.2K 3.49% 8
2024
Q2
$6.03M Sell
105,820
-745
-0.7% -$42.4K 3.29% 9
2024
Q1
$6.16M Buy
106,565
+1,508
+1% +$87.2K 3.47% 7
2023
Q4
$5.78M Buy
105,057
+24,443
+30% +$1.34M 3.48% 8
2023
Q3
$4M Buy
80,614
+2,246
+3% +$112K 2.8% 12
2023
Q2
$4.12M Sell
78,368
-22,030
-22% -$1.16M 2.86% 11
2023
Q1
$5.26M Sell
100,398
-8,301
-8% -$435K 4.49% 7
2022
Q4
$5.16M Buy
108,699
+21,993
+25% +$1.04M 4.4% 7
2022
Q3
$3.43M Sell
86,706
-39,795
-31% -$1.57M 3.82% 7
2022
Q2
$5.69M Sell
126,501
-110,430
-47% -$4.96M 6.12% 3
2022
Q1
$12.7M Sell
236,931
-46,552
-16% -$2.49M 9.06% 1
2021
Q4
$16.5M Buy
+283,483
New +$16.5M 10.68% 1