McClarren Financial Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$3.47K | 0.02% | 203 |
|
|
2023
Q1 | $27K | Hold |
523
| – | – | 0.02% | 184 |
|
|
2022
Q4 | $25K | Buy |
523
+3
| +0.6% | +$143 | 0.02% | 195 |
|
|
2022
Q3 | $21K | Buy |
+520
| New | +$21K | 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% | +$567 | 0.02% | 159 |
|
|
2021
Q3 | $34K | Hold |
500
| – | – | 0.03% | 140 |
|
|
2021
Q2 | $34K | Buy |
500
+5
| +1% | +$340 | 0.03% | 145 |
|
|
2021
Q1 | $33K | Hold |
495
| – | – | 0.03% | 129 |
|
|
2020
Q4 | $30K | Buy |
+495
| New | +$30K | 0.03% | 123 |
|