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IAM Advisory’s iShares Core MSCI Europe ETF IEUR Stock Holding History

IAM Advisory’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
2021
Q3 		– Sell
-700,674
Closed -$40.1M – 84
2021
Q2 		$40.1M Buy
+700,674
New +$40.4M 5.28% 6

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IAM Advisory's IEUR Position: Q3 2021 in Review

IAM Advisory sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2021, closing a stake of 700,674 shares — an estimated $40.1M sold.

IAM Advisory first reported a position in IEUR in Q2 2021 and held it in 1 quarter. The position peaked at $40.1M in Q2 2021. 261 funds tracked by Wall St. Rank hold IEUR as of Q3 2021.

  • IAM Advisory reported no remaining iShares Core MSCI Europe ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 700,674 iShares Core MSCI Europe ETF shares in Q3 2021, an estimated $40.1M.
  • IAM Advisory first reported a position in iShares Core MSCI Europe ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's iShares Core MSCI Europe ETF position peaked at $40.1M in Q2 2021.
  • 261 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.