Heritage Wealth Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Heritage Wealth 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 Q3	–	Sell	-650	Closed	-$29K	–	547
2022 Q2	$29K	Hold	650	–	–	﹤0.01%	376
2022 Q1	$35K	Sell	650 -500	-43%	-$27.4K	﹤0.01%	348
2021 Q4	$67K	Buy	1,150 +500	+77%	+$28.9K	﹤0.01%	300
2021 Q3	$36.4K	Hold	650	–	–	﹤0.01%	348
2021 Q2	$37.2K	Hold	650	–	–	﹤0.01%	350
2021 Q1	$35.1K	Hold	650	–	–	﹤0.01%	366
2020 Q4	$33K	Hold	650	–	–	﹤0.01%	361
2020 Q3	$29.1K	Buy	+650	New	+$29.5K	﹤0.01%	317

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Heritage Wealth Advisors's IEUR Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2022, closing a stake of 650 shares — an estimated $29K sold.

Heritage Wealth Advisors first reported a position in IEUR in Q3 2020 and held it in 8 quarters. The position peaked at $67K in Q4 2021. 242 funds tracked by Wall St. Rank hold IEUR as of Q3 2022.

Heritage Wealth Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 650 iShares Core MSCI Europe ETF shares in Q3 2022, an estimated $29K.
Heritage Wealth Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2020 and held it in 8 quarters.
Heritage Wealth Advisors's iShares Core MSCI Europe ETF position peaked at $67K in Q4 2021.
242 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.