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Plante Moran Financial Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Plante Moran Financial Advisors’s Portfolio IEUS Stock Details IEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-71
Closed -$3.79K – 832
2023
Q1 		$3.79K Buy
+71
New +$3.79K ﹤0.01% 663

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CC
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
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LPL Financial
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Plante Moran Financial Advisors's IEUS Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q2 2023, closing a stake of 71 shares — an estimated $3.79K sold.

Plante Moran Financial Advisors first reported a position in IEUS in Q1 2023 and held it in 1 quarter. The position peaked at $3.79K in Q1 2023. 44 funds tracked by Wall St. Rank hold IEUS as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 71 iShares MSCI Europe Small-Cap ETF shares in Q2 2023, an estimated $3.79K.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $3.79K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.