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

BigSur 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
2020
Q3 		– Sell
-2,125
Closed -$91K – 107
2020
Q2 		$91K Hold
2,125
– – 0.07% 95
2020
Q1 		$79K Hold
2,125
– – 0.06% 99
2019
Q4 		$106K Buy
+2,125
New +$101K 0.06% 111

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BigSur Wealth Management's IEUR Position: Q3 2020 in Review

BigSur Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2020, closing a stake of 2,125 shares — an estimated $91K sold.

BigSur Wealth Management first reported a position in IEUR in Q4 2019 and held it in 3 quarters. The position peaked at $106K in Q4 2019. 188 funds tracked by Wall St. Rank hold IEUR as of Q3 2020.

  • BigSur Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q3 2020 after selling out during the quarter.
  • BigSur Wealth Management sold 2,125 iShares Core MSCI Europe ETF shares in Q3 2020, an estimated $91K.
  • BigSur Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2019 and held it in 3 quarters.
  • BigSur Wealth Management's iShares Core MSCI Europe ETF position peaked at $106K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2020.

Based on BigSur Wealth Management's 13F filing for Q3 2020, filed 30 Oct 2020.