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

McClarren Financial Advisors’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
2023 Q4	–	Sell	-457	Closed	-$22K	–	396
2023 Q3	$22K	Hold	457	–	–	0.02%	209
2023 Q2	$24K	Sell	457 -66	-13%	-$3.54K	0.02%	203
2023 Q1	$27K	Hold	523	–	–	0.02%	184
2022 Q4	$25K	Buy	523 +3	+0.6%	+$141	0.02%	195
2022 Q3	$21K	Buy	+520	New	+$24.9K	0.02%	194
2022 Q2	–	Sell	-508	Closed	-$31K	–	132
2022 Q1	$31K	Hold	508	–	–	0.02%	151
2021 Q4	$36K	Buy	508 +8	+2%	+$558	0.02%	159
2021 Q3	$34K	Hold	500	–	–	0.03%	140
2021 Q2	$34K	Buy	500 +5	+1%	+$352	0.03%	145
2021 Q1	$33K	Hold	495	–	–	0.03%	129
2020 Q4	$30K	Buy	+495	New	+$27.7K	0.03%	123

Other funds holding IEUS

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

McClarren Financial Advisors's IEUS Position: Q4 2023 in Review

McClarren Financial Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2023, closing a stake of 457 shares — an estimated $22K sold.

McClarren Financial Advisors first reported a position in IEUS in Q4 2020 and held it in 11 quarters. The position peaked at $36K in Q4 2021. 52 funds tracked by Wall St. Rank hold IEUS as of Q4 2023.

McClarren Financial Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
McClarren Financial Advisors sold 457 iShares MSCI Europe Small-Cap ETF shares in Q4 2023, an estimated $22K.
McClarren Financial Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2020 and held it in 11 quarters.
McClarren Financial Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $36K in Q4 2021.
52 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2023.

Based on McClarren Financial Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.