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Selective Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-76
Closed -$3K – 400
2022
Q3 		$3K Buy
+76
New +$3.38K ﹤0.01% 634

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Selective Wealth Management's IEUR Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2022, closing a stake of 76 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in IEUR in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 270 funds tracked by Wall St. Rank hold IEUR as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 76 iShares Core MSCI Europe ETF shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's iShares Core MSCI Europe ETF position peaked at $3K in Q3 2022.
  • 270 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.