Rowland Carmichael Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Rowland Carmichael 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
2020 Q3	–	Sell	-333	Closed	-$14K	–	356
2020 Q2	$14K	Sell	333 -17,218	-98%	-$694K	0.01%	314
2020 Q1	$651K	Buy	17,551 +2,822	+19%	+$127K	0.33%	80
2019 Q4	$735K	Sell	14,729 -2,155	-13%	-$103K	0.25%	114
2019 Q3	$772K	Buy	16,884 +4,643	+38%	+$211K	0.26%	108
2019 Q2	$570K	Buy	12,241 +4,379	+56%	+$204K	0.2%	133
2019 Q1	$361K	Buy	+7,862	New	+$349K	0.13%	173

Other funds holding IEUR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

EPM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Rowland Carmichael Advisors's IEUR Position: Q3 2020 in Review

Rowland Carmichael Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2020, closing a stake of 333 shares — an estimated $14K sold.

Rowland Carmichael Advisors first reported a position in IEUR in Q1 2019 and held it in 6 quarters. The position peaked at $772K in Q3 2019. 188 funds tracked by Wall St. Rank hold IEUR as of Q3 2020.

Rowland Carmichael Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q3 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 333 iShares Core MSCI Europe ETF shares in Q3 2020, an estimated $14K.
Rowland Carmichael Advisors first reported a position in iShares Core MSCI Europe ETF in Q1 2019 and held it in 6 quarters.
Rowland Carmichael Advisors's iShares Core MSCI Europe ETF position peaked at $772K in Q3 2019.
188 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.