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Legacy Capital Wealth Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Legacy Capital Wealth Partners’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
-8,070
Closed -$401K – 298
2023
Q3 		$401K Sell
8,070
-45,605
-85% -$2.37M 0.11% 171
2023
Q2 		$2.82M Sell
53,675
-88,287
-62% -$4.69M 2.35% 15
2023
Q1 		$7.44M Sell
141,962
-68,557
-33% -$3.51M 2.03% 13
2022
Q4 		$10M Buy
+210,519
New +$9.5M 4.78% 7

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legacy Capital Wealth Partners's IEUR Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2023, closing a stake of 8,070 shares — an estimated $401K sold.

Legacy Capital Wealth Partners first reported a position in IEUR in Q4 2022 and held it in 4 quarters. The position peaked at $10M in Q4 2022. 303 funds tracked by Wall St. Rank hold IEUR as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining iShares Core MSCI Europe ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 8,070 iShares Core MSCI Europe ETF shares in Q4 2023, an estimated $401K.
  • Legacy Capital Wealth Partners first reported a position in iShares Core MSCI Europe ETF in Q4 2022 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's iShares Core MSCI Europe ETF position peaked at $10M in Q4 2022.
  • 303 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.