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Integrated Wealth Counsel’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Integrated Wealth Counsel’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
2014
Q1 		– Sell
-235
Closed -$11K – 177
2013
Q4 		$11K Buy
+235
New +$10.1K 0.01% 143

Other funds holding IEUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Integrated Wealth Counsel's IEUS Position: Q1 2014 in Review

Integrated Wealth Counsel sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2014, closing a stake of 235 shares — an estimated $11K sold.

Integrated Wealth Counsel first reported a position in IEUS in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 22 funds tracked by Wall St. Rank hold IEUS as of Q1 2014.

  • Integrated Wealth Counsel reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 235 iShares MSCI Europe Small-Cap ETF shares in Q1 2014, an estimated $11K.
  • Integrated Wealth Counsel first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's iShares MSCI Europe Small-Cap ETF position peaked at $11K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2014.

Based on Integrated Wealth Counsel's 13F filing for Q1 2014, filed 19 May 2014.