Surevest’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Surevest’s Portfolio IEUS Stock Details IEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9	Closed	–	–	547
2022 Q2	$0	Buy	+9	New	+$498	﹤0.01%	574

Other funds holding IEUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Surevest's IEUS Position: Q3 2022 in Review

Surevest sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q3 2022, closing a stake of 9 shares.

Surevest first reported a position in IEUS in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 50 funds tracked by Wall St. Rank hold IEUS as of Q3 2022.

Surevest reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Surevest sold 9 iShares MSCI Europe Small-Cap ETF shares in Q3 2022.
Surevest first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2022 and held it in 1 quarter.
Surevest's iShares MSCI Europe Small-Cap ETF position peaked at $0 in Q2 2022.
50 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.