Moneta Group Investment Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
5,508
+110
| +2% | +$7.28K | ﹤0.01% | 515 |
|
|
2025
Q1 | $325K | Hold |
5,398
| – | – | ﹤0.01% | 509 |
|
|
2024
Q4 | $291K | Buy |
5,398
+72
| +1% | +$3.89K | ﹤0.01% | 536 |
|
|
2024
Q3 | $325K | Hold |
5,326
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $303K | Buy |
5,326
+39
| +0.7% | +$2.22K | ﹤0.01% | 479 |
|
|
2024
Q1 | $306K | Buy |
5,287
+70
| +1% | +$4.05K | 0.01% | 479 |
|
|
2023
Q4 | $287K | Buy |
5,217
+53
| +1% | +$2.92K | 0.01% | 452 |
|
|
2023
Q3 | $256K | Hold |
5,164
| – | – | 0.01% | 435 |
|
|
2023
Q2 | $272K | Buy |
5,164
+46
| +0.9% | +$2.42K | 0.01% | 443 |
|
|
2023
Q1 | $268K | Buy |
5,118
+487
| +11% | +$25.5K | 0.01% | 443 |
|
|
2022
Q4 | $240K | Buy |
+4,631
| New | +$240K | 0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-5,205
| Closed | -$234K | – | 448 |
|
|
2022
Q2 | $234K | Buy |
5,205
+317
| +6% | +$14.3K | 0.01% | 419 |
|
|
2022
Q1 | $261K | Sell |
4,888
-562
| -10% | -$30K | 0.01% | 378 |
|
|
2021
Q4 | $317K | Buy |
5,450
+63
| +1% | +$3.66K | 0.01% | 372 |
|
|
2021
Q3 | $302K | Buy |
5,387
+10
| +0.2% | +$561 | 0.01% | 363 |
|
|
2021
Q2 | $308K | Buy |
5,377
+59
| +1% | +$3.38K | 0.01% | 358 |
|
|
2021
Q1 | $287K | Buy |
+5,318
| New | +$287K | 0.02% | 338 |
|