Valeo Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-314	Closed	-$17K	–	1111
2021 Q1	$17K	Hold	314	–	–	﹤0.01%	1226
2020 Q4	$16K	Hold	314	–	–	﹤0.01%	1083
2020 Q3	$14K	Sell	314 -137	-30%	-$6.21K	﹤0.01%	1001
2020 Q2	$19K	Buy	451 +137	+44%	+$5.52K	﹤0.01%	1077
2020 Q1	$12K	Buy	+314	New	+$14.2K	﹤0.01%	1030
2019 Q4	–	Sell	-913	Closed	-$42K	–	1666
2019 Q3	$42K	Buy	+913	New	+$41.4K	﹤0.01%	654

Other funds holding IEUR

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Valeo Financial Advisors's IEUR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2021, closing a stake of 314 shares — an estimated $17K sold.

Valeo Financial Advisors first reported a position in IEUR in Q3 2019 and held it in 6 quarters. The position peaked at $42K in Q3 2019. 245 funds tracked by Wall St. Rank hold IEUR as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 314 iShares Core MSCI Europe ETF shares in Q2 2021, an estimated $17K.
Valeo Financial Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2019 and held it in 6 quarters.
Valeo Financial Advisors's iShares Core MSCI Europe ETF position peaked at $42K in Q3 2019.
245 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.