Financial Life Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Financial Life 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 Q4	–	Sell	-7,960	Closed	-$315K	–	77
2022 Q3	$315K	Hold	7,960	–	–	0.16%	52
2022 Q2	$358K	Buy	7,960 +103	+1%	+$5.09K	0.17%	35
2022 Q1	$420K	Hold	7,857	–	–	0.17%	38
2021 Q4	$457K	Hold	7,857	–	–	0.18%	36
2021 Q3	$440K	Hold	7,857	–	–	0.18%	36
2021 Q2	$450K	Sell	7,857 -785	-9%	-$45.2K	0.19%	36
2021 Q1	$466K	Sell	8,642 -44	-0.5%	-$2.33K	0.22%	35
2020 Q4	$445K	Buy	8,686 +65	+0.8%	+$3.12K	0.23%	34
2020 Q3	$385K	Buy	+8,621	New	+$391K	0.2%	37
2020 Q1	–	Sell	-9,834	Closed	-$490K	–	29
2019 Q4	$490K	Buy	9,834 +403	+4%	+$19.2K	0.3%	33
2019 Q3	$431K	Hold	9,431	–	–	0.27%	35
2019 Q2	$439K	Buy	9,431 +21	+0.2%	+$978	0.29%	34
2019 Q1	$432K	Sell	9,410 -934	-9%	-$41.5K	0.3%	35
2018 Q4	$428K	Sell	10,344 -1,309	-11%	-$57.5K	0.33%	34
2018 Q3	$559K	Sell	11,653 -238	-2%	-$11.5K	0.41%	32
2018 Q2	$566K	Sell	11,891 -5	-0%	-$251	0.46%	31
2018 Q1	$583K	Buy	11,896 +222	+2%	+$11.3K	0.53%	32
2017 Q4	$586K	Buy	+11,674	New	+$581K	0.47%	34

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Life Advisors's IEUR Position: Q4 2022 in Review

Financial Life Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2022, closing a stake of 7,960 shares — an estimated $315K sold.

Financial Life Advisors first reported a position in IEUR in Q4 2017 and held it in 18 quarters. The position peaked at $586K in Q4 2017. 270 funds tracked by Wall St. Rank hold IEUR as of Q4 2022.

Financial Life Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q4 2022 after selling out during the quarter.
Financial Life Advisors sold 7,960 iShares Core MSCI Europe ETF shares in Q4 2022, an estimated $315K.
Financial Life Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2017 and held it in 18 quarters.
Financial Life Advisors's iShares Core MSCI Europe ETF position peaked at $586K in Q4 2017.
270 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2022.

Based on Financial Life Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.