Williams Jones Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Williams Jones Wealth Management’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	–	Sell	-5,610	Closed	-$342K	–	518
2024 Q3	$342K	Buy	+5,610	New	+$329K	﹤0.01%	411

Other funds holding IEUR

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Williams Jones Wealth Management's IEUR Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2024, closing a stake of 5,610 shares — an estimated $342K sold.

Williams Jones Wealth Management first reported a position in IEUR in Q3 2024 and held it in 1 quarter. The position peaked at $342K in Q3 2024. 322 funds tracked by Wall St. Rank hold IEUR as of Q4 2024.

Williams Jones Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 5,610 iShares Core MSCI Europe ETF shares in Q4 2024, an estimated $342K.
Williams Jones Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q3 2024 and held it in 1 quarter.
Williams Jones Wealth Management's iShares Core MSCI Europe ETF position peaked at $342K in Q3 2024.
322 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2024.

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