Private Advisory Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Private Advisory 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
2024 Q4	–	Sell	-3,371	Closed	-$205K	–	226
2024 Q3	$205K	Sell	3,371 -103,822	-97%	-$6.09M	0.02%	192
2024 Q2	$6.1M	Buy	107,193 +7,457	+7%	+$433K	0.79%	28
2024 Q1	$5.77M	Sell	99,736 -9,669	-9%	-$536K	0.82%	32
2023 Q4	$6.02M	Sell	109,405 -2,110	-2%	-$108K	1.04%	22
2023 Q3	$5.54M	Buy	111,515 +96	+0.1%	+$4.99K	1.09%	23
2023 Q2	$5.86M	Sell	111,419 -15,387	-12%	-$818K	1.16%	21
2023 Q1	$6.64M	Sell	126,806 -29,592	-19%	-$1.51M	1.41%	20
2022 Q4	$7.43M	Sell	156,398 -1,825	-1%	-$82.3K	1.62%	17
2022 Q3	$6.26M	Buy	+158,223	New	+$7.04M	1.43%	18

Other funds holding IEUR

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Private Advisory Group's IEUR Position: Q4 2024 in Review

Private Advisory Group sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2024, closing a stake of 3,371 shares — an estimated $205K sold.

Private Advisory Group first reported a position in IEUR in Q3 2022 and held it in 9 quarters. The position peaked at $7.43M in Q4 2022. 322 funds tracked by Wall St. Rank hold IEUR as of Q4 2024.

Private Advisory Group reported no remaining iShares Core MSCI Europe ETF position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 3,371 iShares Core MSCI Europe ETF shares in Q4 2024, an estimated $205K.
Private Advisory Group first reported a position in iShares Core MSCI Europe ETF in Q3 2022 and held it in 9 quarters.
Private Advisory Group's iShares Core MSCI Europe ETF position peaked at $7.43M in Q4 2022.
322 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.