FWM
IEUR icon

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

Focused 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
Q1 		– Sell
-107
Closed -$5.87K – 546
2023
Q4 		$5.87K Buy
107
+1
+0.9% +$51 ﹤0.01% 634
2023
Q3 		$5.26K Sell
106
-2
-2% -$104 ﹤0.01% 637
2023
Q2 		$5.68K Buy
108
+1
+0.9% +$53 ﹤0.01% 643
2023
Q1 		$5.58K Hold
107
– – ﹤0.01% 644
2022
Q4 		$5.06K Buy
107
+1
+0.9% +$45 ﹤0.01% 646
2022
Q3 		$4K Hold
106
– – ﹤0.01% 658
2022
Q2 		$5K Buy
106
+1
+1% +$49 ﹤0.01% 610
2022
Q1 		$6K Hold
105
– – ﹤0.01% 640
2021
Q4 		$6K Buy
105
+1
+1% +$58 ﹤0.01% 665
2021
Q3 		$6K Sell
104
-143
-58% -$8.34K ﹤0.01% 684
2021
Q2 		$14K Buy
247
+1
+0.4% +$58 ﹤0.01% 560
2021
Q1 		$13K Hold
246
– – ﹤0.01% 566
2020
Q4 		$13K Buy
246
+1
+0.4% +$48 ﹤0.01% 529
2020
Q3 		$11K Sell
245
-20
-8% -$906 ﹤0.01% 499
2020
Q2 		$11K Sell
265
-96
-27% -$3.87K ﹤0.01% 488
2020
Q1 		$13K Hold
361
– – ﹤0.01% 425
2019
Q4 		$18K Hold
361
– – ﹤0.01% 424
2019
Q3 		$16K Sell
361
-65
-15% -$2.95K ﹤0.01% 419
2019
Q2 		$20K Sell
426
-1,706
-80% -$79.4K 0.01% 418
2019
Q1 		$98K Sell
2,132
-1,683
-44% -$74.8K 0.03% 219
2018
Q4 		$158K Sell
3,815
-209,214
-98% -$9.19M 0.05% 160
2018
Q3 		$10.2M Buy
213,029
+7,077
+3% +$341K 3.48% 6
2018
Q2 		$9.8M Sell
205,952
-52,410
-20% -$2.63M 3.4% 7
2018
Q1 		$12.8M Buy
+258,362
New +$13.2M 4.1% 5

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Focused Wealth Management's IEUR Position: Q1 2024 in Review

Focused Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2024, closing a stake of 107 shares — an estimated $5.87K sold.

Focused Wealth Management first reported a position in IEUR in Q1 2018 and held it in 24 quarters. The position peaked at $12.8M in Q1 2018. 297 funds tracked by Wall St. Rank hold IEUR as of Q1 2024.

  • Focused Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 107 iShares Core MSCI Europe ETF shares in Q1 2024, an estimated $5.87K.
  • Focused Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q1 2018 and held it in 24 quarters.
  • Focused Wealth Management's iShares Core MSCI Europe ETF position peaked at $12.8M in Q1 2018.
  • 297 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.