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Advisor Group’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Advisor Group’s Portfolio IEUS Stock Details IEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$39K Buy
706
+2
+0.3% +$104 ﹤0.01% 3575
2019
Q3 		$34K Hold
704
– – ﹤0.01% 3659
2019
Q2 		$35K Sell
704
-60,662
-99% -$3.1M ﹤0.01% 3606
2019
Q1 		$3.1M Buy
61,366
+59,664
+3,506% +$2.94M 0.03% 532
2018
Q4 		$77K Sell
1,702
-321
-16% -$15.7K ﹤0.01% 2861
2018
Q3 		$112K Sell
2,023
-10,613
-84% -$597K ﹤0.01% 2676
2018
Q2 		$710K Buy
12,636
+1,018
+9% +$59.8K 0.01% 1077
2018
Q1 		$672K Buy
11,618
+338
+3% +$20K 0.01% 1113
2017
Q4 		$653K Buy
11,280
+1,921
+21% +$108K 0.01% 1155
2017
Q3 		$526K Buy
9,359
+8,734
+1,397% +$472K 0.01% 1179
2017
Q2 		$32K Buy
625
+456
+270% +$23.3K ﹤0.01% 3155
2017
Q1 		$8K Hold
169
– – ﹤0.01% 3903
2016
Q4 		$7K Sell
169
-234
-58% -$10.1K ﹤0.01% 3777
2016
Q3 		$19K Hold
403
– – ﹤0.01% 3181
2016
Q2 		$15K Buy
+403
New +$18.1K ﹤0.01% 3248

Other funds holding IEUS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's IEUS Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI Europe Small-Cap ETF (IEUS) stake by 0.28% in Q4 2019, buying an estimated $104 and bringing the position to 706 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Advisor Group first reported a position in IEUS in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.1M in Q1 2019. 39 funds tracked by Wall St. Rank hold IEUS as of Q4 2019.

  • Advisor Group held 706 shares of iShares MSCI Europe Small-Cap ETF worth $39K as of Q4 2019.
  • Advisor Group bought 2 iShares MSCI Europe Small-Cap ETF shares in Q4 2019, an estimated $104.
  • iShares MSCI Europe Small-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3575 holding.
  • Advisor Group first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares MSCI Europe Small-Cap ETF position peaked at $3.1M in Q1 2019.
  • 39 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.