ERTS Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.7M | Buy |
807,195
+263,897
| +49% | +$19.3M | 18.04% | 1 |
|
|
2025
Q4 | $38.6M | Buy |
543,298
+11,026
| +2% | +$763K | 12.11% | 2 |
|
|
2025
Q3 | $36.3M | Buy |
532,272
+98,542
| +23% | +$6.57M | 11.71% | 2 |
|
|
2025
Q2 | $28.7M | Sell |
433,730
-317,708
| -42% | -$20.1M | 9.9% | 3 |
|
|
2025
Q1 | $45.2M | Sell |
751,438
-331,342
| -31% | -$19.5M | 8.78% | 4 |
|
|
2024
Q4 | $58.4M | Buy |
1,082,780
+112,352
| +12% | +$6.4M | 11.03% | 2 |
|
|
2024
Q3 | $59.1M | Buy |
970,428
+323,722
| +50% | +$19M | 11.07% | 2 |
|
|
2024
Q2 | $36.8M | Buy |
+646,706
| New | +$37.5M | 7.4% | 5 |
|
|
2023
Q3 | – | Sell |
-1,252,075
| Closed | -$65.9M | – | 86 |
|
|
2023
Q2 | $65.9M | Buy |
1,252,075
+37,432
| +3% | +$1.99M | 15.35% | 1 |
|
|
2023
Q1 | $63.6M | Buy |
1,214,643
+720,334
| +146% | +$36.9M | 15.42% | 1 |
|
|
2022
Q4 | $23.5M | Buy |
+494,309
| New | +$22.3M | 6.09% | 7 |
|
|
2022
Q3 | – | Sell |
-5,140
| Closed | -$231K | – | 86 |
|
|
2022
Q2 | $231K | Buy |
5,140
+22
| +0.4% | +$1.09K | 0.07% | 81 |
|
|
2022
Q1 | $273K | Sell |
5,118
-5,774
| -53% | -$316K | 0.08% | 73 |
|
|
2021
Q4 | $633K | Sell |
10,892
-1,819
| -14% | -$105K | 0.15% | 43 |
|
|
2021
Q3 | $713K | Sell |
12,711
-1,206
| -9% | -$70.3K | 0.19% | 36 |
|
|
2021
Q2 | $797K | Sell |
13,917
-29,078
| -68% | -$1.68M | 0.22% | 34 |
|
|
2021
Q1 | $2.32M | Sell |
42,995
-173,231
| -80% | -$9.19M | 0.69% | 18 |
|
|
2020
Q4 | $11.1M | Buy |
216,226
+4,642
| +2% | +$223K | 3.6% | 10 |
|
|
2020
Q3 | $9.46M | Buy |
211,584
+177
| +0.1% | +$8.02K | 3.56% | 10 |
|
|
2020
Q2 | $9.04M | Sell |
211,407
-96,963
| -31% | -$3.91M | 3.65% | 9 |
|
|
2020
Q1 | $11.4M | Sell |
308,370
-93,655
| -23% | -$4.22M | 5.54% | 6 |
|
|
2019
Q4 | $20M | Buy |
402,025
+24,193
| +6% | +$1.15M | 9.03% | 4 |
|
|
2019
Q3 | $17.3M | Buy |
377,832
+172,602
| +84% | +$7.83M | 8.74% | 3 |
|
|
2019
Q2 | $9.56M | Buy |
205,230
+49,555
| +32% | +$2.31M | 5.28% | 7 |
|
|
2019
Q1 | $7.14M | Buy |
155,675
+22,701
| +17% | +$1.01M | 4.25% | 7 |
|
|
2018
Q4 | $5.5M | Buy |
+132,974
| New | +$5.84M | 3.93% | 6 |
|
Other funds holding IEUR
WA
