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Edgemoor Investment Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Edgemoor Investment 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
2022
Q3 		– Sell
-21,976
Closed -$988K – 149
2022
Q2 		$988K Buy
21,976
+1,975
+10% +$97.6K 0.12% 87
2022
Q1 		$1.07M Buy
20,001
+2,270
+13% +$124K 0.11% 83
2021
Q4 		$1.03M Buy
17,731
+9,791
+123% +$566K 0.11% 82
2021
Q3 		$445K Buy
7,940
+3,924
+98% +$229K 0.05% 98
2021
Q2 		$230K Buy
4,016
+58
+1% +$3.34K 0.02% 134
2021
Q1 		$214K Hold
3,958
– – 0.02% 130
2020
Q4 		$203K Buy
+3,958
New +$190K 0.02% 126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Edgemoor Investment Advisors's IEUR Position: Q3 2022 in Review

Edgemoor Investment Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2022, closing a stake of 21,976 shares — an estimated $988K sold.

Edgemoor Investment Advisors first reported a position in IEUR in Q4 2020 and held it in 7 quarters. The position peaked at $1.07M in Q1 2022. 242 funds tracked by Wall St. Rank hold IEUR as of Q3 2022.

  • Edgemoor Investment Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q3 2022 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 21,976 iShares Core MSCI Europe ETF shares in Q3 2022, an estimated $988K.
  • Edgemoor Investment Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2020 and held it in 7 quarters.
  • Edgemoor Investment Advisors's iShares Core MSCI Europe ETF position peaked at $1.07M in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2022.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.