CWM
IEUS icon

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

Concert 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
2016
Q4 		– Sell
-6,211
Closed -$281K – 689
2016
Q3 		$281K Buy
+6,211
New +$273K 0.03% 518

Other funds holding IEUS

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KM
Kalos Management Alpharetta, Georgia $46.6M AUM 11.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concert Wealth Management's IEUS Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2016, closing a stake of 6,211 shares — an estimated $281K sold.

Concert Wealth Management first reported a position in IEUS in Q3 2016 and held it in 1 quarter. The position peaked at $281K in Q3 2016. 24 funds tracked by Wall St. Rank hold IEUS as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,211 iShares MSCI Europe Small-Cap ETF shares in Q4 2016, an estimated $281K.
  • Concert Wealth Management first reported a position in iShares MSCI Europe Small-Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Europe Small-Cap ETF position peaked at $281K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.