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Next Financial Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Next Financial Group’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
2021
Q4 		$109K Buy
1,866
+45
+2% +$2.6K 0.01% 1121
2021
Q3 		$102K Hold
1,821
– – 0.01% 1098
2021
Q2 		$104K Sell
1,821
-361
-17% -$20.8K 0.01% 1091
2021
Q1 		$118K Sell
2,182
-621
-22% -$32.9K 0.01% 956
2020
Q4 		$144K Sell
2,803
-1,070
-28% -$51.4K 0.01% 837
2020
Q3 		$173K Buy
+3,873
New +$176K 0.02% 675
2020
Q2 		– Sell
-3,216
Closed -$119K – 1183
2020
Q1 		$119K Sell
3,216
-6,359
-66% -$287K 0.02% 710
2019
Q4 		$478K Buy
9,575
+6,896
+257% +$329K 0.05% 384
2019
Q3 		$123K Sell
2,679
-309
-10% -$14K 0.01% 843
2019
Q2 		$139K Buy
2,988
+2,677
+861% +$125K 0.01% 786
2019
Q1 		$14K Sell
311
-18,395
-98% -$818K ﹤0.01% 1042
2018
Q4 		$773K Buy
18,706
+16,981
+984% +$746K 0.16% 162
2018
Q3 		$83K Sell
1,725
-2,597
-60% -$125K 0.04% 408
2018
Q2 		$206K Sell
4,322
-3,126
-42% -$157K 0.08% 267
2018
Q1 		$370K Buy
+7,448
New +$379K 0.08% 262
2017
Q4 		– Sell
-1,446
Closed -$73K – 774
2017
Q3 		$73K Buy
1,446
+304
+27% +$14.7K 0.02% 592
2017
Q2 		$54K Hold
1,142
– – 0.01% 759
2017
Q1 		$52K Buy
1,142
+64
+6% +$2.71K 0.01% 710
2016
Q4 		$44K Buy
1,078
+18
+2% +$721 0.01% 1020
2016
Q3 		$44K Buy
1,060
+22
+2% +$896 0.01% 1001
2016
Q2 		$40K Buy
1,038
+940
+959% +$38.8K 0.01% 718
2016
Q1 		$4K Hold
98
– – ﹤0.01% 1419
2015
Q4 		$4K Hold
98
– – ﹤0.01% 1449
2015
Q3 		$4K Hold
98
– – ﹤0.01% 1481
2015
Q2 		$4K Hold
98
– – ﹤0.01% 1533
2015
Q1 		$4K Buy
+98
New +$4.4K ﹤0.01% 1540

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Next Financial Group's IEUR Position: Q4 2021 in Review

Next Financial Group increased its iShares Core MSCI Europe ETF (IEUR) stake by 2.5% in Q4 2021, buying an estimated $2.6K and bringing the position to 1,866 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #1121.

Next Financial Group first reported a position in IEUR in Q1 2015 and has held it in 26 quarters since. The position peaked at $773K in Q4 2018. 273 funds tracked by Wall St. Rank hold IEUR as of Q4 2021.

  • Next Financial Group held 1,866 shares of iShares Core MSCI Europe ETF worth $109K as of Q4 2021.
  • Next Financial Group bought 45 iShares Core MSCI Europe ETF shares in Q4 2021, an estimated $2.6K.
  • iShares Core MSCI Europe ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1121 holding.
  • Next Financial Group first reported a position in iShares Core MSCI Europe ETF in Q1 2015 and has held it in 26 quarters since.
  • Next Financial Group's iShares Core MSCI Europe ETF position peaked at $773K in Q4 2018.
  • 273 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.