Source Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Source Financial 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
2022 Q2	–	Sell	-17,116	Closed	-$914K	–	116
2022 Q1	$914K	Sell	17,116 -7,253	-30%	-$397K	0.27%	57
2021 Q4	$1.42M	Sell	24,369 -214	-0.9%	-$12.4K	0.38%	46
2021 Q3	$1.38M	Sell	24,583 -397	-2%	-$23.1K	0.36%	44
2021 Q2	$1.43M	Buy	24,980 +796	+3%	+$45.9K	0.37%	42
2021 Q1	$1.3M	Sell	24,184 -772	-3%	-$40.9K	0.35%	43
2020 Q4	$1.28M	Buy	+24,956	New	+$1.2M	0.35%	44

Other funds holding IEUR

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Source Financial Advisors's IEUR Position: Q2 2022 in Review

Source Financial Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2022, closing a stake of 17,116 shares — an estimated $914K sold.

Source Financial Advisors first reported a position in IEUR in Q4 2020 and held it in 6 quarters. The position peaked at $1.43M in Q2 2021. 265 funds tracked by Wall St. Rank hold IEUR as of Q2 2022.

Source Financial Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q2 2022 after selling out during the quarter.
Source Financial Advisors sold 17,116 iShares Core MSCI Europe ETF shares in Q2 2022, an estimated $914K.
Source Financial Advisors first reported a position in iShares Core MSCI Europe ETF in Q4 2020 and held it in 6 quarters.
Source Financial Advisors's iShares Core MSCI Europe ETF position peaked at $1.43M in Q2 2021.
265 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.