Ladenburg Thalmann Financial Services’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$75K	Buy	1,354 +488	+56%	+$25.4K	﹤0.01%	3232
2019 Q3	$42K	Hold	866	–	–	﹤0.01%	3565
2019 Q2	$43K	Sell	866 -221	-20%	-$11.3K	﹤0.01%	3560
2019 Q1	$55K	Buy	1,087 +27	+3%	+$1.33K	﹤0.01%	3342
2018 Q4	$47K	Sell	1,060 -505	-32%	-$24.8K	﹤0.01%	3295
2018 Q3	$87K	Buy	1,565 +826	+112%	+$46.5K	﹤0.01%	2933
2018 Q2	$42K	Hold	739	–	–	﹤0.01%	3377
2018 Q1	$42K	Buy	+739	New	+$43.7K	﹤0.01%	3377
2016 Q2	–	Sell	-343	Closed	-$14K	–	4781
2016 Q1	$14K	Buy	343 +3	+0.9%	+$127	﹤0.01%	3494
2015 Q4	$16K	Buy	+340	New	+$15.6K	﹤0.01%	3376

Other funds holding IEUS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IEUS Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares MSCI Europe Small-Cap ETF (IEUS) stake by 56% in Q4 2019, buying an estimated $25.4K and bringing the position to 1,354 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

Ladenburg Thalmann Financial Services first reported a position in IEUS in Q4 2015 and has held it in 10 quarters since. The position peaked at $87K in Q3 2018. 39 funds tracked by Wall St. Rank hold IEUS as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,354 shares of iShares MSCI Europe Small-Cap ETF worth $75K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 488 iShares MSCI Europe Small-Cap ETF shares in Q4 2019, an estimated $25.4K.
iShares MSCI Europe Small-Cap ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3232 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2015 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's iShares MSCI Europe Small-Cap ETF position peaked at $87K in Q3 2018.
39 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.