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Calton & Associates’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Calton & Associates’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
Q1 		– Sell
-4,257
Closed -$227K – 776
2017
Q4 		$227K Buy
+4,257
New +$212K 0.06% 309

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calton & Associates's IEUR Position: Q1 2018 in Review

Calton & Associates sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2018, closing a stake of 4,257 shares — an estimated $227K sold.

Calton & Associates first reported a position in IEUR in Q4 2017 and held it in 1 quarter. The position peaked at $227K in Q4 2017. 154 funds tracked by Wall St. Rank hold IEUR as of Q1 2018.

  • Calton & Associates reported no remaining iShares Core MSCI Europe ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 4,257 iShares Core MSCI Europe ETF shares in Q1 2018, an estimated $227K.
  • Calton & Associates first reported a position in iShares Core MSCI Europe ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Core MSCI Europe ETF position peaked at $227K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.