Realta Investment Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-2,988	Closed	-$170K	–	536
2024 Q2	$170K	Buy	2,988 +61	+2%	+$3.54K	0.03%	416
2024 Q1	$169K	Buy	+2,927	New	+$162K	0.03%	423
2023 Q4	–	Sell	-2,897	Closed	-$152K	–	584
2023 Q3	$152K	Hold	2,897	–	–	0.04%	411
2023 Q2	$152K	Buy	+2,897	New	+$154K	0.03%	431
2023 Q1	–	Sell	-2,833	Closed	-$135K	–	594
2022 Q4	$135K	Buy	2,833 +20	+0.7%	+$902	0.03%	446
2022 Q3	$111K	Buy	+2,813	New	+$125K	0.03%	437
2020 Q1	–	Sell	-2,586	Closed	-$124K	–	804
2019 Q4	$124K	Hold	2,586	–	–	0.03%	444
2019 Q3	$118K	Hold	2,586	–	–	0.03%	457
2019 Q2	$121K	Buy	2,586 +67	+3%	+$3.12K	0.03%	450
2019 Q1	$116K	Buy	+2,519	New	+$112K	0.05%	363

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Realta Investment Advisors's IEUR Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2024, closing a stake of 2,988 shares — an estimated $170K sold.

Realta Investment Advisors first reported a position in IEUR in Q1 2019 and held it in 10 quarters. The position peaked at $170K in Q2 2024. 317 funds tracked by Wall St. Rank hold IEUR as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 2,988 iShares Core MSCI Europe ETF shares in Q3 2024, an estimated $170K.
Realta Investment Advisors first reported a position in iShares Core MSCI Europe ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Core MSCI Europe ETF position peaked at $170K in Q2 2024.
317 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.