HWMA
IEUR icon

Heritage Wealth Management (Arizona)’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Heritage Wealth Management (Arizona)’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 		$182K Buy
3,836
+1,827
+91% +$82.4K 0.03% 341
2022
Q3 		$79K Sell
2,009
-240
-11% -$10.7K 0.03% 351
2022
Q2 		$101K Sell
2,249
-321
-12% -$15.9K 0.03% 333
2022
Q1 		$137K Buy
+2,570
New +$141K 0.04% 332
2021
Q3 		$147K Sell
2,618
-853
-25% -$49.7K 0.05% 267
2021
Q2 		$199K Sell
3,471
-451
-11% -$26K 0.08% 222
2021
Q1 		$212K Buy
+3,922
New +$208K 0.12% 156

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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IEUR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core MSCI Europe ETF (IEUR) stake by 91% in Q4 2022, buying an estimated $82.4K and bringing the position to 3,836 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #341.

Heritage Wealth Management (Arizona) first reported a position in IEUR in Q1 2021 and has held it in 7 quarters since. The position peaked at $212K in Q1 2021. 270 funds tracked by Wall St. Rank hold IEUR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,836 shares of iShares Core MSCI Europe ETF worth $182K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,827 iShares Core MSCI Europe ETF shares in Q4 2022, an estimated $82.4K.
  • iShares Core MSCI Europe ETF made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #341 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Core MSCI Europe ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Core MSCI Europe ETF position peaked at $212K in Q1 2021.
  • 270 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.