Executive Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Executive Wealth Management’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
2024 Q3	–	Sell	-102,621	Closed	-$5.84M	–	266
2024 Q2	$5.84M	Buy	+102,621	New	+$5.95M	1.07%	32
2024 Q1	–	Sell	-112,964	Closed	-$6.22M	–	248
2023 Q4	$6.22M	Buy	+112,964	New	+$5.79M	0.58%	60
2023 Q3	–	Sell	-119,455	Closed	-$6.29M	–	205
2023 Q2	$6.29M	Buy	119,455 +1,208	+1%	+$64.2K	0.65%	56
2023 Q1	$6.19M	Sell	118,247 -5,298	-4%	-$271K	0.69%	46
2022 Q4	$5.87M	Buy	+123,545	New	+$5.57M	0.72%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Executive Wealth Management's IEUR Position: Q3 2024 in Review

Executive Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2024, closing a stake of 102,621 shares — an estimated $5.84M sold.

Executive Wealth Management first reported a position in IEUR in Q4 2022 and held it in 5 quarters. The position peaked at $6.29M in Q2 2023. 317 funds tracked by Wall St. Rank hold IEUR as of Q3 2024.

Executive Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q3 2024 after selling out during the quarter.
Executive Wealth Management sold 102,621 iShares Core MSCI Europe ETF shares in Q3 2024, an estimated $5.84M.
Executive Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and held it in 5 quarters.
Executive Wealth Management's iShares Core MSCI Europe ETF position peaked at $6.29M in Q2 2023.
317 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.