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Global Retirement Partners’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Global Retirement Partners’s Portfolio IEUS Stock Details IEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-646
Closed -$29K – 3052
2022
Q3 		$29K Sell
646
-4
-0.6% -$192 ﹤0.01% 1221
2022
Q2 		$32K Sell
650
-96
-13% -$5.31K ﹤0.01% 1162
2022
Q1 		$41K Buy
+746
New +$47.1K ﹤0.01% 1077
2021
Q4 		– Sell
-821
Closed -$57K – 953
2021
Q3 		$57K Buy
821
+733
+833% +$52.7K 0.01% 815
2021
Q2 		$6K Buy
+88
New +$6.2K ﹤0.01% 1523

Other funds holding IEUS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Global Retirement Partners's IEUS Position: Q4 2022 in Review

Global Retirement Partners sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2022, closing a stake of 646 shares — an estimated $29K sold.

Global Retirement Partners first reported a position in IEUS in Q2 2021 and held it in 5 quarters. The position peaked at $57K in Q3 2021. 54 funds tracked by Wall St. Rank hold IEUS as of Q4 2022.

  • Global Retirement Partners reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 646 iShares MSCI Europe Small-Cap ETF shares in Q4 2022, an estimated $29K.
  • Global Retirement Partners first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2021 and held it in 5 quarters.
  • Global Retirement Partners's iShares MSCI Europe Small-Cap ETF position peaked at $57K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.