Avantax Planning Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-21,783	Closed	-$1.08M	–	803
2018 Q1	$1.08M	Hold	21,783	–	–	0.09%	91
2017 Q4	$1.09M	Sell	21,783 -3,760	-15%	-$187K	0.1%	94
2017 Q3	$1.27M	Buy	25,543 +7,403	+41%	+$357K	0.1%	94
2017 Q2	$850K	Buy	+18,140	New	+$842K	0.07%	129

Other funds holding IEUR

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Avantax Planning Partners's IEUR Position: Q2 2018 in Review

Avantax Planning Partners sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2018, closing a stake of 21,783 shares — an estimated $1.08M sold.

Avantax Planning Partners first reported a position in IEUR in Q2 2017 and held it in 4 quarters. The position peaked at $1.27M in Q3 2017. 169 funds tracked by Wall St. Rank hold IEUR as of Q2 2018.

Avantax Planning Partners reported no remaining iShares Core MSCI Europe ETF position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 21,783 iShares Core MSCI Europe ETF shares in Q2 2018, an estimated $1.08M.
Avantax Planning Partners first reported a position in iShares Core MSCI Europe ETF in Q2 2017 and held it in 4 quarters.
Avantax Planning Partners's iShares Core MSCI Europe ETF position peaked at $1.27M in Q3 2017.
169 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.