MW
IEUR icon

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

Marcum Wealth’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
2022
Q2 		– Sell
-11,840
Closed -$632K – 400
2022
Q1 		$632K Buy
11,840
+113
+1% +$6.18K 0.09% 133
2021
Q4 		$682K Buy
11,727
+2,259
+24% +$131K 0.09% 137
2021
Q3 		$531K Buy
9,468
+151
+2% +$8.8K 0.08% 149
2021
Q2 		$534K Buy
9,317
+4,138
+80% +$238K 0.09% 140
2021
Q1 		$280K Buy
+5,179
New +$275K 0.05% 229

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Marcum Wealth's IEUR Position: Q2 2022 in Review

Marcum Wealth sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2022, closing a stake of 11,840 shares — an estimated $632K sold.

Marcum Wealth first reported a position in IEUR in Q1 2021 and held it in 5 quarters. The position peaked at $682K in Q4 2021. 265 funds tracked by Wall St. Rank hold IEUR as of Q2 2022.

  • Marcum Wealth reported no remaining iShares Core MSCI Europe ETF position as of Q2 2022 after selling out during the quarter.
  • Marcum Wealth sold 11,840 iShares Core MSCI Europe ETF shares in Q2 2022, an estimated $632K.
  • Marcum Wealth first reported a position in iShares Core MSCI Europe ETF in Q1 2021 and held it in 5 quarters.
  • Marcum Wealth's iShares Core MSCI Europe ETF position peaked at $682K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.