United Asset Strategies’s iShares Core MSCI Europe ETF IEUR Stock Holding History

United Asset Strategies’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 Q1	–	Sell	-160,427	Closed	-$9.33M	–	221
2021 Q4	$9.33M	Sell	160,427 -5,133	-3%	-$297K	1.11%	36
2021 Q3	$9.28M	Buy	165,560 +4,733	+3%	+$276K	1.2%	34
2021 Q2	$9.21M	Buy	160,827 +9,104	+6%	+$525K	1.23%	31
2021 Q1	$8.19M	Sell	151,723 -179	-0.1%	-$9.49K	1.19%	34
2020 Q4	$7.79M	Sell	151,902 -123,388	-45%	-$5.92M	1.22%	31
2020 Q3	$12.3M	Buy	275,290 +126,278	+85%	+$5.72M	2.26%	8
2020 Q2	$6.37M	Sell	149,012 -2,835	-2%	-$114K	1.26%	28
2020 Q1	$5.63M	Buy	+151,847	New	+$6.85M	1.4%	23

Other funds holding IEUR

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Asset Strategies's IEUR Position: Q1 2022 in Review

United Asset Strategies sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2022, closing a stake of 160,427 shares — an estimated $9.33M sold.

United Asset Strategies first reported a position in IEUR in Q1 2020 and held it in 8 quarters. The position peaked at $12.3M in Q3 2020. 272 funds tracked by Wall St. Rank hold IEUR as of Q1 2022.

United Asset Strategies reported no remaining iShares Core MSCI Europe ETF position as of Q1 2022 after selling out during the quarter.
United Asset Strategies sold 160,427 iShares Core MSCI Europe ETF shares in Q1 2022, an estimated $9.33M.
United Asset Strategies first reported a position in iShares Core MSCI Europe ETF in Q1 2020 and held it in 8 quarters.
United Asset Strategies's iShares Core MSCI Europe ETF position peaked at $12.3M in Q3 2020.
272 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.