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Joel Isaacson & Co’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Joel Isaacson & Co’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
2015
Q3 		– Sell
-500
Closed -$23K – 750
2015
Q2 		$23K Buy
+500
New +$23.7K 0.01% 480

Other funds holding IEUR

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Joel Isaacson & Co's IEUR Position: Q3 2015 in Review

Joel Isaacson & Co sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2015, closing a stake of 500 shares — an estimated $23K sold.

Joel Isaacson & Co first reported a position in IEUR in Q2 2015 and held it in 1 quarter. The position peaked at $23K in Q2 2015. 48 funds tracked by Wall St. Rank hold IEUR as of Q3 2015.

  • Joel Isaacson & Co reported no remaining iShares Core MSCI Europe ETF position as of Q3 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 500 iShares Core MSCI Europe ETF shares in Q3 2015, an estimated $23K.
  • Joel Isaacson & Co first reported a position in iShares Core MSCI Europe ETF in Q2 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares Core MSCI Europe ETF position peaked at $23K in Q2 2015.
  • 48 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2015.

Based on Joel Isaacson & Co's 13F filing for Q3 2015, filed 21 Oct 2015.