Sweet Financial Partners’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Sweet Financial Partners’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
2024 Q3	$590K	Hold	9,755	–	–	0.13%	118
2024 Q2	$545K	Hold	9,755	–	–	0.12%	114
2024 Q1	$553K	Hold	9,755	–	–	0.13%	119
2023 Q4	$548K	Hold	9,755	–	–	0.13%	111
2023 Q3	$483K	Hold	9,755	–	–	0.13%	109
2023 Q2	$514K	Hold	9,755	–	–	0.13%	107
2023 Q1	$520K	Hold	9,755	–	–	0.14%	102
2022 Q4	$482K	Hold	9,755	–	–	0.14%	105
2022 Q3	$399K	Hold	9,755	–	–	0.13%	105
2022 Q2	$474K	Hold	9,755	–	–	0.15%	91
2022 Q1	$595K	Hold	9,755	–	–	0.16%	81
2021 Q4	$679K	Buy	+9,755	New	+$681K	0.28%	51

Other funds holding IEUS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Sweet Financial Partners's IEUS Position: Q3 2024 in Review

Sweet Financial Partners held its iShares MSCI Europe Small-Cap ETF (IEUS) position steady in Q3 2024 at 9,755 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #118.

Sweet Financial Partners first reported a position in IEUS in Q4 2021 and has held it in 12 quarters since. The position peaked at $679K in Q4 2021. 43 funds tracked by Wall St. Rank hold IEUS as of Q3 2024.

Sweet Financial Partners held 9,755 shares of iShares MSCI Europe Small-Cap ETF worth $590K as of Q3 2024.
Sweet Financial Partners left its iShares MSCI Europe Small-Cap ETF share count unchanged in Q3 2024.
iShares MSCI Europe Small-Cap ETF made up 0.13% of Sweet Financial Partners's portfolio in Q3 2024, its #118 holding.
Sweet Financial Partners first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's iShares MSCI Europe Small-Cap ETF position peaked at $679K in Q4 2021.
43 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.