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

Institute for 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
2020
Q1 		– Sell
-200
Closed -$10K – 512
2019
Q4 		$10K Buy
+200
New +$9.53K ﹤0.01% 602

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's IEUR Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2020, closing a stake of 200 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in IEUR in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 200 funds tracked by Wall St. Rank hold IEUR as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 200 iShares Core MSCI Europe ETF shares in Q1 2020, an estimated $10K.
  • Institute for Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Core MSCI Europe ETF position peaked at $10K in Q4 2019.
  • 200 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.