Family Asset Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Family Asset 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	$3.12M	Buy	51,283 +25,140	+96%	+$1.48M	1.88%	13
2024 Q2	$1.49M	Buy	26,143 +2,320	+10%	+$135K	0.96%	26
2024 Q1	$1.38M	Sell	23,823 -10,147	-30%	-$562K	0.86%	29
2023 Q4	$1.87M	Sell	33,970 -12,325	-27%	-$631K	1.25%	18
2023 Q3	$2.3M	Buy	46,295 +3,860	+9%	+$201K	1.7%	15
2023 Q2	$2.23M	Buy	42,435 +12,919	+44%	+$687K	1.51%	18
2023 Q1	$1.55M	Buy	29,516 +19,312	+189%	+$989K	1.13%	23
2022 Q4	$485K	Buy	+10,204	New	+$460K	0.4%	55

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

Family Asset Management's IEUR Position: Q3 2024 in Review

Family Asset Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 96% in Q3 2024, buying an estimated $1.48M and bringing the position to 51,283 shares worth $3.12M. The position accounts for 1.88% of the portfolio, ranked #13.

Family Asset Management first reported a position in IEUR in Q4 2022 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold IEUR as of Q3 2024.

Family Asset Management held 51,283 shares of iShares Core MSCI Europe ETF worth $3.12M as of Q3 2024.
Family Asset Management bought 25,140 iShares Core MSCI Europe ETF shares in Q3 2024, an estimated $1.48M.
iShares Core MSCI Europe ETF made up 1.88% of Family Asset Management's portfolio in Q3 2024, its #13 holding.
Family Asset Management first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.