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TrinityPoint Wealth’s iShares Core MSCI Europe ETF IEUR Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.32M Buy
24,470
+2,493
+11% +$142K 0.19% 126
2024
Q3 		$1.34M Buy
21,977
+983
+5% +$57.7K 0.19% 130
2024
Q2 		$1.2M Sell
20,994
-486
-2% -$28.2K 0.19% 127
2024
Q1 		$1.24M Buy
21,480
+846
+4% +$46.9K 0.21% 114
2023
Q4 		$1.14M Buy
20,634
+784
+4% +$40.2K 0.21% 113
2023
Q3 		$986K Buy
19,850
+159
+0.8% +$8.27K 0.2% 117
2023
Q2 		$1.04M Buy
19,691
+608
+3% +$32.3K 0.2% 113
2023
Q1 		$1,000K Sell
19,083
-2,356
-11% -$121K 0.21% 116
2022
Q4 		$1.02M Sell
21,439
-349
-2% -$15.7K 0.23% 107
2022
Q3 		$862K Sell
21,788
-44,857
-67% -$2M 0.2% 121
2022
Q2 		$3M Sell
66,645
-651
-1% -$32.2K 0.66% 40
2022
Q1 		$3.59M Buy
67,296
+5,000
+8% +$274K 0.65% 38
2021
Q4 		$3.62M Buy
62,296
+21,922
+54% +$1.27M 0.64% 43
2021
Q3 		$2.26M Buy
40,374
+4,151
+11% +$242K 0.43% 61
2021
Q2 		$2.08M Buy
+36,223
New +$2.09M 0.42% 59
2020
Q1 		– Sell
-20,271
Closed -$1.01M – 201
2019
Q4 		$1.01M Buy
20,271
+1,144
+6% +$54.5K 0.34% 71
2019
Q3 		$920K Buy
19,127
+1,116
+6% +$50.6K 0.32% 83
2019
Q2 		$838K Buy
18,011
+499
+3% +$23.2K 0.4% 64
2019
Q1 		$803K Buy
17,512
+3,432
+24% +$153K 0.39% 73
2018
Q4 		$582K Buy
+14,080
New +$619K 0.36% 76

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
EWA
ERTS Wealth Advisors Marquette, Michigan $314M AUM 10.65% 1-Year Est. Return

TrinityPoint Wealth's IEUR Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares Core MSCI Europe ETF (IEUR) stake by 11% in Q4 2024, buying an estimated $142K and bringing the position to 24,470 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #126.

TrinityPoint Wealth first reported a position in IEUR in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.62M in Q4 2021. 322 funds tracked by Wall St. Rank hold IEUR as of Q4 2024.

  • TrinityPoint Wealth held 24,470 shares of iShares Core MSCI Europe ETF worth $1.32M as of Q4 2024.
  • TrinityPoint Wealth bought 2,493 iShares Core MSCI Europe ETF shares in Q4 2024, an estimated $142K.
  • iShares Core MSCI Europe ETF made up 0.19% of TrinityPoint Wealth's portfolio in Q4 2024, its #126 holding.
  • TrinityPoint Wealth first reported a position in iShares Core MSCI Europe ETF in Q4 2018 and has held it in 20 quarters since.
  • TrinityPoint Wealth's iShares Core MSCI Europe ETF position peaked at $3.62M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.