OWM
IEUR icon

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

OneAscent Wealth Management’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
2024
Q4 		– Sell
-5,704
Closed -$348K – 172
2024
Q3 		$348K Buy
+5,704
New +$335K 0.13% 110
2024
Q1 		– Sell
-6,831
Closed -$376K – 185
2023
Q4 		$376K Buy
+6,831
New +$350K 0.15% 91

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return

OneAscent Wealth Management's IEUR Position: Q4 2024 in Review

OneAscent Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2024, closing a stake of 5,704 shares — an estimated $348K sold.

OneAscent Wealth Management first reported a position in IEUR in Q4 2023 and held it in 2 quarters. The position peaked at $376K in Q4 2023. 322 funds tracked by Wall St. Rank hold IEUR as of Q4 2024.

  • OneAscent Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,704 iShares Core MSCI Europe ETF shares in Q4 2024, an estimated $348K.
  • OneAscent Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2023 and held it in 2 quarters.
  • OneAscent Wealth Management's iShares Core MSCI Europe ETF position peaked at $376K in Q4 2023.
  • 322 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.