Boston Family Office’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Boston Family Office’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
2017 Q4	–	Sell	-4,400	Closed	-$247K	–	264
2017 Q3	$247K	Hold	4,400	–	–	0.03%	239
2017 Q2	$229K	Hold	4,400	–	–	0.03%	237
2017 Q1	$209K	Buy	+4,400	New	+$202K	0.03%	236
2016 Q4	–	Sell	-4,400	Closed	-$201K	–	241
2016 Q3	$201K	Buy	+4,400	New	+$194K	0.03%	239
2015 Q3	–	Sell	-4,400	Closed	-$204K	–	246
2015 Q2	$204K	Buy	+4,400	New	+$207K	0.03%	252
2014 Q3	–	Sell	-4,400	Closed	-$207K	–	258
2014 Q2	$207K	Hold	4,400	–	–	0.03%	257
2014 Q1	$205K	Buy	+4,400	New	+$200K	0.03%	254

Other funds holding IEUS

Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Family Office's IEUS Position: Q4 2017 in Review

Boston Family Office sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2017, closing a stake of 4,400 shares — an estimated $247K sold.

Boston Family Office first reported a position in IEUS in Q1 2014 and held it in 7 quarters. The position peaked at $247K in Q3 2017. 37 funds tracked by Wall St. Rank hold IEUS as of Q4 2017.

Boston Family Office reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
Boston Family Office sold 4,400 iShares MSCI Europe Small-Cap ETF shares in Q4 2017, an estimated $247K.
Boston Family Office first reported a position in iShares MSCI Europe Small-Cap ETF in Q1 2014 and held it in 7 quarters.
Boston Family Office's iShares MSCI Europe Small-Cap ETF position peaked at $247K in Q3 2017.
37 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2017.

Based on Boston Family Office's 13F filing for Q4 2017, filed 6 Feb 2018.