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

Naviter 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
2023 Q2	–	Sell	-5,006	Closed	-$262K	–	235
2023 Q1	$262K	Buy	+5,006	New	+$256K	0.09%	170

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Naviter Wealth's IEUR Position: Q2 2023 in Review

Naviter Wealth sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2023, closing a stake of 5,006 shares — an estimated $262K sold.

Naviter Wealth first reported a position in IEUR in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 287 funds tracked by Wall St. Rank hold IEUR as of Q2 2023.

Naviter Wealth reported no remaining iShares Core MSCI Europe ETF position as of Q2 2023 after selling out during the quarter.
Naviter Wealth sold 5,006 iShares Core MSCI Europe ETF shares in Q2 2023, an estimated $262K.
Naviter Wealth first reported a position in iShares Core MSCI Europe ETF in Q1 2023 and held it in 1 quarter.
Naviter Wealth's iShares Core MSCI Europe ETF position peaked at $262K in Q1 2023.
287 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2023.

Based on Naviter Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.