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

Liberty 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
2021
Q4 		– Sell
-259
Closed -$14K – 600
2021
Q3 		$14K Hold
259
– – 0.01% 743
2021
Q2 		$15K Buy
+259
New +$14.9K 0.01% 565
2019
Q1 		– Sell
-87
Closed -$3K – 779
2018
Q4 		$3K Buy
+87
New +$3.82K ﹤0.01% 631

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Liberty Wealth Management's IEUR Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2021, closing a stake of 259 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in IEUR in Q4 2018 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 273 funds tracked by Wall St. Rank hold IEUR as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 259 iShares Core MSCI Europe ETF shares in Q4 2021, an estimated $14K.
  • Liberty Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's iShares Core MSCI Europe ETF position peaked at $15K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.