TCI Wealth Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-632	Closed	-$33.7K	–	1144
2023 Q1	$33.7K	Hold	632	–	–	﹤0.01%	534
2022 Q4	$31.2K	Hold	632	–	–	﹤0.01%	530
2022 Q3	$26K	Hold	632	–	–	﹤0.01%	555
2022 Q2	$31K	Buy	+632	New	+$35K	﹤0.01%	501

Other funds holding IEUS

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

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

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

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

SAM

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

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

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

RJFSA

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

TCI Wealth Advisors's IEUS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q2 2023, closing a stake of 632 shares — an estimated $33.7K sold.

TCI Wealth Advisors first reported a position in IEUS in Q2 2022 and held it in 4 quarters. The position peaked at $33.7K in Q1 2023. 44 funds tracked by Wall St. Rank hold IEUS as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 632 iShares MSCI Europe Small-Cap ETF shares in Q2 2023, an estimated $33.7K.
TCI Wealth Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2022 and held it in 4 quarters.
TCI Wealth Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $33.7K in Q1 2023.
44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.