Capital Directions Investment Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Capital Directions Investment Advisors’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	-58	Closed	-$3K	–	100
2017 Q3	$3K	Hold	58	–	–	﹤0.01%	98
2017 Q2	$3K	Hold	58	–	–	﹤0.01%	101
2017 Q1	$3K	Hold	58	–	–	﹤0.01%	81
2016 Q4	$3K	Hold	58	–	–	﹤0.01%	76
2016 Q3	$3K	Hold	58	–	–	﹤0.01%	72
2016 Q2	$2K	Hold	58	–	–	﹤0.01%	73
2016 Q1	$3K	Hold	58	–	–	﹤0.01%	59
2015 Q4	$3K	Hold	58	–	–	﹤0.01%	71
2015 Q3	$2K	Hold	58	–	–	﹤0.01%	59
2015 Q2	$3K	Hold	58	–	–	﹤0.01%	57
2015 Q1	$3K	Buy	+58	New	+$2.5K	﹤0.01%	75

Other funds holding IEUS

Lee Financial Dallas, Texas $783M AUM 23.98% 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

Capital Directions Investment Advisors's IEUS Position: Q4 2017 in Review

Capital Directions Investment Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2017, closing a stake of 58 shares — an estimated $3K sold.

Capital Directions Investment Advisors first reported a position in IEUS in Q1 2015 and held it in 11 quarters. The position peaked at $3K in Q3 2017. 37 funds tracked by Wall St. Rank hold IEUS as of Q4 2017.

Capital Directions Investment Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
Capital Directions Investment Advisors sold 58 iShares MSCI Europe Small-Cap ETF shares in Q4 2017, an estimated $3K.
Capital Directions Investment Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q1 2015 and held it in 11 quarters.
Capital Directions Investment Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $3K in Q3 2017.
37 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.