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Core Wealth Advisors (Florida)’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Core Wealth Advisors (Florida)’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
2023
Q4 		– Sell
-187
Closed -$9.29K – 276
2023
Q3 		$9.29K Hold
187
– – ﹤0.01% 163
2023
Q2 		$9.84K Hold
187
– – ﹤0.01% 156
2023
Q1 		$9.8K Hold
187
– – ﹤0.01% 154
2022
Q4 		$8.88K Buy
+187
New +$8.44K ﹤0.01% 172

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IEUR Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2023, closing a stake of 187 shares — an estimated $9.29K sold.

Core Wealth Advisors (Florida) first reported a position in IEUR in Q4 2022 and held it in 4 quarters. The position peaked at $9.84K in Q2 2023. 303 funds tracked by Wall St. Rank hold IEUR as of Q4 2023.

  • Core Wealth Advisors (Florida) reported no remaining iShares Core MSCI Europe ETF position as of Q4 2023 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 187 iShares Core MSCI Europe ETF shares in Q4 2023, an estimated $9.29K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s iShares Core MSCI Europe ETF position peaked at $9.84K in Q2 2023.
  • 303 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.