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Lee Financial’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Lee Financial’s Portfolio IEUS Stock Details IEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-346
Closed -$19.4K – 478
2023
Q4 		$19.4K Sell
346
-410
-54% -$20.8K ﹤0.01% 325
2023
Q3 		$37.4K Sell
756
-1,030
-58% -$53.8K 0.01% 244
2023
Q2 		$94.2K Sell
1,786
-10,097
-85% -$541K 0.02% 169
2023
Q1 		$634K Sell
11,883
-4,867
-29% -$260K 0.11% 77
2022
Q4 		$827K Sell
16,750
-15,845
-49% -$743K 0.14% 71
2022
Q3 		$1.33M Sell
32,595
-1,748
-5% -$83.7K 0.25% 56
2022
Q2 		$1.67M Sell
34,343
-15,991
-32% -$885K 0.31% 44
2022
Q1 		$3.07M Sell
50,334
-18
-0% -$1.14K 0.55% 26
2021
Q4 		$3.5M Sell
50,352
-66
-0.1% -$4.61K 0.66% 25
2021
Q3 		$3.49M Sell
50,418
-928
-2% -$66.7K 0.72% 23
2021
Q2 		$3.56M Sell
51,346
-38
-0.1% -$2.68K 0.76% 23
2021
Q1 		$3.38M Buy
51,384
+1,441
+3% +$93.3K 0.8% 22
2020
Q4 		$3.1M Sell
49,943
-82
-0.2% -$4.59K 0.8% 21
2020
Q3 		$2.58M Sell
50,025
-2,200
-4% -$112K 0.72% 23
2020
Q2 		$2.45M Sell
52,225
-3,140
-6% -$137K 0.68% 25
2020
Q1 		$2.12M Sell
55,365
-4,645
-8% -$231K 0.7% 22
2019
Q4 		$3.35M Sell
60,010
-9,273
-13% -$483K 0.72% 21
2019
Q3 		$3.38M Sell
69,283
-2,779
-4% -$135K 0.76% 23
2019
Q2 		$3.62M Sell
72,062
-2,953
-4% -$151K 0.82% 23
2019
Q1 		$3.79M Sell
75,015
-82,586
-52% -$4.07M 0.89% 22
2018
Q4 		$7.08M Sell
157,601
-257,300
-62% -$12.6M 1.9% 13
2018
Q3 		$23M Buy
414,901
+13,776
+3% +$775K 5.65% 4
2018
Q2 		$22.6M Buy
401,125
+43,948
+12% +$2.58M 5.32% 4
2018
Q1 		$20.7M Buy
357,177
+94,612
+36% +$5.6M 5.25% 5
2017
Q4 		$15.2M Buy
262,565
+65,869
+33% +$3.71M 4.41% 6
2017
Q3 		$11.1M Buy
196,696
+83,867
+74% +$4.53M 3.57% 5
2017
Q2 		$5.87M Buy
112,829
+22,172
+24% +$1.13M 2.16% 10
2017
Q1 		$4.31M Buy
90,657
+81,731
+916% +$3.76M 1.72% 12
2016
Q4 		$391K Buy
+8,926
New +$385K 0.22% 78

Other funds holding IEUS

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lee Financial's IEUS Position: Q1 2024 in Review

Lee Financial sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2024, closing a stake of 346 shares — an estimated $19.4K sold.

Lee Financial first reported a position in IEUS in Q4 2016 and held it in 29 quarters. The position peaked at $23M in Q3 2018. 43 funds tracked by Wall St. Rank hold IEUS as of Q1 2024.

  • Lee Financial reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 346 iShares MSCI Europe Small-Cap ETF shares in Q1 2024, an estimated $19.4K.
  • Lee Financial first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2016 and held it in 29 quarters.
  • Lee Financial's iShares MSCI Europe Small-Cap ETF position peaked at $23M in Q3 2018.
  • 43 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.