CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

CAPTRUST Financial 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
2019
Q4 		– Sell
-344
Closed -$17K – 1373
2019
Q3 		$17K Hold
344
– – ﹤0.01% 1354
2019
Q2 		$17K Buy
+344
New +$17.6K ﹤0.01% 1327

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CC
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LF
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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's IEUS Position: Q4 2019 in Review

CAPTRUST Financial Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2019, closing a stake of 344 shares — an estimated $17K sold.

CAPTRUST Financial Advisors first reported a position in IEUS in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 39 funds tracked by Wall St. Rank hold IEUS as of Q4 2019.

  • CAPTRUST Financial Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 344 iShares MSCI Europe Small-Cap ETF shares in Q4 2019, an estimated $17K.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2019 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $17K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.