BigSur Wealth Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

BigSur Wealth Management’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
2018 Q4	–	Sell	-5,195	Closed	-$288K	–	103
2018 Q3	$288K	Hold	5,195	–	–	0.18%	82
2018 Q2	$292K	Hold	5,195	–	–	0.21%	75
2018 Q1	$301K	Hold	5,195	–	–	0.21%	85
2017 Q4	$301K	Buy	+5,195	New	+$293K	0.3%	69

Other funds holding IEUS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BigSur Wealth Management's IEUS Position: Q4 2018 in Review

BigSur Wealth Management sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2018, closing a stake of 5,195 shares — an estimated $288K sold.

BigSur Wealth Management first reported a position in IEUS in Q4 2017 and held it in 4 quarters. The position peaked at $301K in Q1 2018. 44 funds tracked by Wall St. Rank hold IEUS as of Q4 2018.

BigSur Wealth Management reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
BigSur Wealth Management sold 5,195 iShares MSCI Europe Small-Cap ETF shares in Q4 2018, an estimated $288K.
BigSur Wealth Management first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2017 and held it in 4 quarters.
BigSur Wealth Management's iShares MSCI Europe Small-Cap ETF position peaked at $301K in Q1 2018.
44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2018.

Based on BigSur Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.