Lee Financial’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Lee Financial’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 Q2	–	Sell	-185	Closed	-$9.69K	–	810
2023 Q1	$9.69K	Buy	+185	New	+$9.47K	﹤0.01%	428
2019 Q1	–	Sell	-1,051	Closed	-$43K	–	528
2018 Q4	$43K	Buy	1,051 +960	+1,055%	+$42.2K	0.01%	187
2018 Q3	$4K	Hold	91	–	–	﹤0.01%	419
2018 Q2	$4K	Buy	+91	New	+$4.56K	﹤0.01%	645

Other funds holding IEUR

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

Jane Street New York $777B AUM 61.18% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lee Financial's IEUR Position: Q2 2023 in Review

Lee Financial sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2023, closing a stake of 185 shares — an estimated $9.69K sold.

Lee Financial first reported a position in IEUR in Q2 2018 and held it in 4 quarters. The position peaked at $43K in Q4 2018. 287 funds tracked by Wall St. Rank hold IEUR as of Q2 2023.

Lee Financial reported no remaining iShares Core MSCI Europe ETF position as of Q2 2023 after selling out during the quarter.
Lee Financial sold 185 iShares Core MSCI Europe ETF shares in Q2 2023, an estimated $9.69K.
Lee Financial first reported a position in iShares Core MSCI Europe ETF in Q2 2018 and held it in 4 quarters.
Lee Financial's iShares Core MSCI Europe ETF position peaked at $43K in Q4 2018.
287 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.