Laird Norton Wetherby Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Sell	-20,130	Closed	-$1,000K	–	946
2023 Q3	$1,000K	Hold	20,130	–	–	0.06%	328
2023 Q2	$1.06M	Hold	20,130	–	–	0.06%	325
2023 Q1	$1.05M	Hold	20,130	–	–	0.06%	324
2022 Q4	$956K	Hold	20,130	–	–	0.06%	335
2022 Q3	$796K	Sell	20,130 -21,200	-51%	-$943K	0.06%	339
2022 Q2	$1.86M	Sell	41,330 -3,120	-7%	-$154K	0.13%	163
2022 Q1	$2.37M	Buy	44,450 +16,200	+57%	+$886K	0.14%	133
2021 Q4	$1.64M	Hold	28,250	–	–	0.09%	201
2021 Q3	$1.58M	Hold	28,250	–	–	0.1%	194
2021 Q2	$1.62M	Buy	+28,250	New	+$1.63M	0.1%	191
2021 Q1	–	Sell	-28,250	Closed	-$1.45M	–	835
2020 Q4	$1.45M	Buy	+28,250	New	+$1.36M	0.1%	193

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's IEUR Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2023, closing a stake of 20,130 shares — an estimated $1,000K sold.

Laird Norton Wetherby Wealth Management first reported a position in IEUR in Q4 2020 and held it in 11 quarters. The position peaked at $2.37M in Q1 2022. 303 funds tracked by Wall St. Rank hold IEUR as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 20,130 iShares Core MSCI Europe ETF shares in Q4 2023, an estimated $1,000K.
Laird Norton Wetherby Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's iShares Core MSCI Europe ETF position peaked at $2.37M in Q1 2022.
303 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.