Keebeck Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Keebeck Wealth Management’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
2024 Q3	–	Sell	-6,045	Closed	-$344K	–	264
2024 Q2	$344K	Hold	6,045	–	–	0.05%	202
2024 Q1	$350K	Sell	6,045 -68	-1%	-$3.77K	0.05%	220
2023 Q4	$336K	Buy	+6,113	New	+$313K	0.06%	208
2023 Q3	–	Sell	-4,339	Closed	-$228K	–	265
2023 Q2	$228K	Buy	4,339 +131	+3%	+$6.96K	0.03%	246
2023 Q1	$220K	Sell	4,208 -221	-5%	-$11.3K	0.04%	236
2022 Q4	$210K	Sell	4,429 -1,152	-21%	-$52K	0.04%	229
2022 Q3	$221K	Buy	+5,581	New	+$248K	0.04%	213

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Keebeck Wealth Management's IEUR Position: Q3 2024 in Review

Keebeck Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2024, closing a stake of 6,045 shares — an estimated $344K sold.

Keebeck Wealth Management first reported a position in IEUR in Q3 2022 and held it in 7 quarters. The position peaked at $350K in Q1 2024. 317 funds tracked by Wall St. Rank hold IEUR as of Q3 2024.

Keebeck Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q3 2024 after selling out during the quarter.
Keebeck Wealth Management sold 6,045 iShares Core MSCI Europe ETF shares in Q3 2024, an estimated $344K.
Keebeck Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2022 and held it in 7 quarters.
Keebeck Wealth Management's iShares Core MSCI Europe ETF position peaked at $350K in Q1 2024.
317 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2024.

Based on Keebeck Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.