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 Q4	–	Sell	-1,074,483	Closed	-$21.7M	–	711
2018 Q3	$21.7M	Buy	1,074,483 +193,423	+22%	+$9.32M	0.27%	86
2018 Q2	$18.6M	Buy	881,060 +856,370	+3,468%	+$42.9M	0.21%	116
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 $1.56T AUM 27.86% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Management's IEUR Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2018, closing a stake of 1,074,483 shares — an estimated $21.7M sold.

Cornerstone Wealth Management first reported a position in IEUR in Q2 2017 and held it in 6 quarters. The position peaked at $21.7M in Q3 2018. 180 funds tracked by Wall St. Rank hold IEUR as of Q4 2018.

Cornerstone Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 1,074,483 iShares Core MSCI Europe ETF shares in Q4 2018, an estimated $21.7M.
Cornerstone Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q2 2017 and held it in 6 quarters.
Cornerstone Wealth Management's iShares Core MSCI Europe ETF position peaked at $21.7M in Q3 2018.
180 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.