GeoWealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
13,032
+737
| +6% | +$48.8K | 0.03% | 293 |
|
|
2025
Q1 | $740K | Buy |
12,295
+5,426
| +79% | +$326K | 0.03% | 337 |
|
|
2024
Q4 | $371K | Sell |
6,869
-2,871
| -29% | -$155K | 0.01% | 560 |
|
|
2024
Q3 | $593K | Sell |
9,740
-1,108
| -10% | -$67.5K | 0.02% | 430 |
|
|
2024
Q2 | $618K | Sell |
10,848
-2,421
| -18% | -$138K | 0.03% | 375 |
|
|
2024
Q1 | $768K | Sell |
13,269
-1,979
| -13% | -$114K | 0.03% | 345 |
|
|
2023
Q4 | $840K | Sell |
15,248
-656
| -4% | -$36.1K | 0.07% | 236 |
|
|
2023
Q3 | $790K | Buy |
15,904
+179
| +1% | +$8.89K | 0.09% | 161 |
|
|
2023
Q2 | $828K | Buy |
15,725
+478
| +3% | +$25.2K | 0.09% | 131 |
|
|
2023
Q1 | $799K | Sell |
15,247
-13,320
| -47% | -$698K | 0.09% | 107 |
|
|
2022
Q4 | $1.36M | Sell |
28,567
-2,055
| -7% | -$97.6K | 0.14% | 94 |
|
|
2022
Q3 | $1.21M | Sell |
30,622
-66,815
| -69% | -$2.64M | 0.13% | 105 |
|
|
2022
Q2 | $4.38M | Sell |
97,437
-2,942
| -3% | -$132K | 0.59% | 43 |
|
|
2022
Q1 | $5.36M | Sell |
100,379
-2,249
| -2% | -$120K | 0.47% | 58 |
|
|
2021
Q4 | $5.97M | Buy |
102,628
+27,211
| +36% | +$1.58M | 0.49% | 56 |
|
|
2021
Q3 | $4.23M | Buy |
75,417
+2,110
| +3% | +$118K | 0.35% | 74 |
|
|
2021
Q2 | $4.2M | Buy |
73,307
+49,109
| +203% | +$2.81M | 0.53% | 53 |
|
|
2021
Q1 | $1.31M | Sell |
24,198
-513
| -2% | -$27.7K | 0.2% | 78 |
|
|
2020
Q4 | $1.27M | Buy |
+24,711
| New | +$1.27M | 0.2% | 97 |
|
|
2020
Q3 | – | Sell |
-9,513
| Closed | -$406K | – | 176 |
|
|
2020
Q2 | $406K | Buy |
9,513
+10
| +0.1% | +$427 | 0.17% | 104 |
|
|
2020
Q1 | $352K | Buy |
9,503
+3
| +0% | +$111 | 0.25% | 63 |
|
|
2019
Q4 | $474K | Sell |
9,500
-5
| -0.1% | -$249 | 0.25% | 59 |
|
|
2019
Q3 | $435K | Buy |
9,505
+5
| +0.1% | +$229 | 0.1% | 110 |
|
|
2019
Q2 | $443K | Buy |
+9,500
| New | +$443K | 1.16% | 22 |
|