Schwarz Dygos Wheeler Investment Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
24,532
+402
| +2% | +$26.6K | 0.37% | 51 |
|
|
2025
Q1 | $1.45M | Buy |
24,130
+270
| +1% | +$16.2K | 0.34% | 54 |
|
|
2024
Q4 | $1.29M | Sell |
23,860
-364
| -2% | -$19.6K | 0.32% | 55 |
|
|
2024
Q3 | $1.48M | Buy |
24,224
+109
| +0.5% | +$6.64K | 0.37% | 55 |
|
|
2024
Q2 | $1.37M | Buy |
24,115
+408
| +2% | +$23.2K | 0.37% | 52 |
|
|
2024
Q1 | $1.37M | Buy |
23,707
+483
| +2% | +$27.9K | 0.38% | 52 |
|
|
2023
Q4 | $1.28M | Buy |
23,224
+111
| +0.5% | +$6.11K | 0.39% | 49 |
|
|
2023
Q3 | $1.15M | Buy |
23,113
+2,338
| +11% | +$116K | 0.39% | 50 |
|
|
2023
Q2 | $1.09M | Sell |
20,775
-239
| -1% | -$12.6K | 0.36% | 50 |
|
|
2023
Q1 | $1.1M | Buy |
21,014
+966
| +5% | +$50.6K | 0.4% | 49 |
|
|
2022
Q4 | $952K | Buy |
20,048
+2,490
| +14% | +$118K | 0.37% | 51 |
|
|
2022
Q3 | $694K | Buy |
17,558
+940
| +6% | +$37.2K | 0.31% | 56 |
|
|
2022
Q2 | $747K | Buy |
16,618
+2,109
| +15% | +$94.8K | 0.3% | 58 |
|
|
2022
Q1 | $775K | Buy |
14,509
+899
| +7% | +$48K | 0.26% | 59 |
|
|
2021
Q4 | $792K | Buy |
13,610
+1,797
| +15% | +$105K | 0.27% | 63 |
|
|
2021
Q3 | $662K | Buy |
11,813
+936
| +9% | +$52.5K | 0.24% | 68 |
|
|
2021
Q2 | $623K | Buy |
10,877
+570
| +6% | +$32.6K | 0.23% | 67 |
|
|
2021
Q1 | $556K | Buy |
10,307
+377
| +4% | +$20.3K | 0.23% | 67 |
|
|
2020
Q4 | $509K | Buy |
9,930
+152
| +2% | +$7.79K | 0.24% | 61 |
|
|
2020
Q3 | $437K | Buy |
9,778
+1,328
| +16% | +$59.4K | 0.25% | 61 |
|
|
2020
Q2 | $368K | Buy |
8,450
+569
| +7% | +$24.8K | 0.24% | 60 |
|
|
2020
Q1 | $292K | Buy |
7,881
+1,877
| +31% | +$69.5K | 0.25% | 58 |
|
|
2019
Q4 | $299K | Buy |
6,004
+793
| +15% | +$39.5K | 0.2% | 65 |
|
|
2019
Q3 | $238K | Buy |
+5,211
| New | +$238K | 0.19% | 70 |
|