United Capital Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
195,340
-6,894
| -3% | -$456K | 0.1% | 157 |
|
|
2025
Q1 | $12.2M | Sell |
202,234
-79,113
| -28% | -$4.76M | 0.1% | 153 |
|
|
2024
Q4 | $15.2M | Buy |
281,347
+2,024
| +0.7% | +$109K | 0.13% | 136 |
|
|
2024
Q3 | $17M | Sell |
279,323
-2,597
| -0.9% | -$158K | 0.14% | 137 |
|
|
2024
Q2 | $16.1M | Sell |
281,920
-23,391
| -8% | -$1.33M | 0.14% | 139 |
|
|
2024
Q1 | $17.7M | Sell |
305,311
-18,401
| -6% | -$1.06M | 0.15% | 140 |
|
|
2023
Q4 | $17.8M | Sell |
323,712
-39,584
| -11% | -$2.18M | 0.15% | 138 |
|
|
2023
Q3 | $18M | Sell |
363,296
-24,664
| -6% | -$1.22M | 0.12% | 160 |
|
|
2023
Q2 | $20.4M | Sell |
387,960
-41,584
| -10% | -$2.19M | 0.11% | 162 |
|
|
2023
Q1 | $22.5M | Sell |
429,544
-25,706
| -6% | -$1.35M | 0.13% | 155 |
|
|
2022
Q4 | $21.6M | Sell |
455,250
-35,158
| -7% | -$1.67M | 0.12% | 164 |
|
|
2022
Q3 | $19.4M | Sell |
490,408
-31,841
| -6% | -$1.26M | 0.11% | 167 |
|
|
2022
Q2 | $23.5M | Sell |
522,249
-28,812
| -5% | -$1.3M | 0.13% | 152 |
|
|
2022
Q1 | $29.4M | Sell |
551,061
-17,562
| -3% | -$938K | 0.14% | 147 |
|
|
2021
Q4 | $33.1M | Sell |
568,623
-3,756
| -0.7% | -$218K | 0.15% | 140 |
|
|
2021
Q3 | $32.1M | Sell |
572,379
-9,988
| -2% | -$560K | 0.16% | 132 |
|
|
2021
Q2 | $33.4M | Sell |
582,367
-20,019
| -3% | -$1.15M | 0.17% | 128 |
|
|
2021
Q1 | $32.5M | Sell |
602,386
-7,325
| -1% | -$395K | 0.18% | 121 |
|
|
2020
Q4 | $31.3M | Sell |
609,711
-4,472
| -0.7% | -$229K | 0.19% | 121 |
|
|
2020
Q3 | $27.5M | Buy |
614,183
+173,536
| +39% | +$7.76M | 0.18% | 129 |
|
|
2020
Q2 | $18.8M | Buy |
440,647
+49,630
| +13% | +$2.12M | 0.14% | 167 |
|
|
2020
Q1 | $14.5M | Buy |
391,017
+42,497
| +12% | +$1.58M | 0.12% | 188 |
|
|
2019
Q4 | $17.4M | Buy |
348,520
+45,069
| +15% | +$2.25M | 0.11% | 223 |
|
|
2019
Q3 | $13.9M | Buy |
303,451
+81,137
| +36% | +$3.71M | 0.1% | 242 |
|
|
2019
Q2 | $10.4M | Buy |
222,314
+88,107
| +66% | +$4.11M | 0.07% | 292 |
|
|
2019
Q1 | $6.16M | Buy |
134,207
+107,975
| +412% | +$4.95M | 0.04% | 371 |
|
|
2018
Q4 | $1.08M | Buy |
+26,232
| New | +$1.08M | 0.01% | 695 |
|
|
2016
Q1 | – | Sell |
-19,423
| Closed | -$820K | – | 1237 |
|
|
2015
Q4 | $820K | Buy |
19,423
+3,125
| +19% | +$132K | 0.01% | 742 |
|
|
2015
Q3 | $679K | Buy |
16,298
+5,819
| +56% | +$242K | 0.01% | 809 |
|
|
2015
Q2 | $475K | Buy |
10,479
+1,532
| +17% | +$69.4K | 0.01% | 937 |
|
|
2015
Q1 | $425K | Buy |
+8,947
| New | +$425K | 0.01% | 961 |
|