IWP
IEUR icon

Icon Wealth Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-100
Closed -$5K – 445
2019
Q1 		$5K Buy
+100
New +$4.44K ﹤0.01% 756
2018
Q3 		– Sell
-100
Closed -$5K – 479
2018
Q2 		$5K Buy
+100
New +$5.01K ﹤0.01% 758

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Icon Wealth Partners's IEUR Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2019, closing a stake of 100 shares — an estimated $5K sold.

Icon Wealth Partners first reported a position in IEUR in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 176 funds tracked by Wall St. Rank hold IEUR as of Q2 2019.

  • Icon Wealth Partners reported no remaining iShares Core MSCI Europe ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 100 iShares Core MSCI Europe ETF shares in Q2 2019, an estimated $5K.
  • Icon Wealth Partners first reported a position in iShares Core MSCI Europe ETF in Q2 2018 and held it in 2 quarters.
  • Icon Wealth Partners's iShares Core MSCI Europe ETF position peaked at $5K in Q1 2019.
  • 176 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.