Sequoia Financial 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 | $4.22M | Sell |
63,680
-11,094
| -15% | -$734K | 0.03% | 311 |
|
|
2025
Q1 | $4.5M | Buy |
+74,774
| New | +$4.5M | 0.03% | 282 |
|
|
2024
Q3 | – | Sell |
-7,931
| Closed | -$452K | – | 1302 |
|
|
2024
Q2 | $452K | Sell |
7,931
-5,188
| -40% | -$295K | 0.01% | 725 |
|
|
2024
Q1 | $759K | Sell |
13,119
-7,648
| -37% | -$442K | 0.01% | 554 |
|
|
2023
Q4 | $1.14M | Sell |
20,767
-92
| -0.4% | -$5.06K | 0.01% | 488 |
|
|
2023
Q3 | $1.04M | Sell |
20,859
-661
| -3% | -$32.8K | 0.02% | 328 |
|
|
2023
Q2 | $1.13M | Sell |
21,520
-565
| -3% | -$29.7K | 0.02% | 327 |
|
|
2023
Q1 | $1.16M | Sell |
22,085
-9,080
| -29% | -$476K | 0.03% | 287 |
|
|
2022
Q4 | $1.48M | Buy |
31,165
+131
| +0.4% | +$6.22K | 0.04% | 232 |
|
|
2022
Q3 | $1.23M | Sell |
31,034
-113
| -0.4% | -$4.47K | 0.04% | 196 |
|
|
2022
Q2 | $1.4M | Sell |
31,147
-11,682
| -27% | -$525K | 0.04% | 203 |
|
|
2022
Q1 | $2.29M | Buy |
42,829
+25,915
| +153% | +$1.38M | 0.06% | 177 |
|
|
2021
Q4 | $984K | Buy |
+16,914
| New | +$984K | 0.03% | 243 |
|