Cornerstone Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Cornerstone Wealth Management’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	$1.21M	Buy	24,690 +653	+3%	+$33.3K	0.23%	90
2017 Q4	$1.24M	Buy	24,037 +2,361	+11%	+$117K	0.23%	95
2017 Q3	$1.07M	Buy	21,676 +5,796	+36%	+$279K	0.22%	100
2017 Q2	$745K	Buy	+15,880	New	+$737K	0.17%	126

Other funds holding IEUR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Wealth Management's IEUR Position: Q1 2018 in Review

Cornerstone Wealth Management increased its iShares Core MSCI Europe ETF (IEUR) stake by 2.7% in Q1 2018, buying an estimated $33.3K and bringing the position to 24,690 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #90.

Cornerstone Wealth Management first reported a position in IEUR in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2017. 154 funds tracked by Wall St. Rank hold IEUR as of Q1 2018.

Cornerstone Wealth Management held 24,690 shares of iShares Core MSCI Europe ETF worth $1.21M as of Q1 2018.
Cornerstone Wealth Management bought 653 iShares Core MSCI Europe ETF shares in Q1 2018, an estimated $33.3K.
iShares Core MSCI Europe ETF made up 0.23% of Cornerstone Wealth Management's portfolio in Q1 2018, its #90 holding.
Cornerstone Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q2 2017 and has held it in 4 quarters since.
Cornerstone Wealth Management's iShares Core MSCI Europe ETF position peaked at $1.24M in Q4 2017.
154 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.