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Legacy Private Trust’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Legacy Private Trust’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
2017
Q4 		– Sell
-6,900
Closed -$343K – 238
2017
Q3 		$343K Buy
+6,900
New +$333K 0.04% 192

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State of New Jersey Common Pension Fund D
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Private Trust's IEUR Position: Q4 2017 in Review

Legacy Private Trust sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2017, closing a stake of 6,900 shares — an estimated $343K sold.

Legacy Private Trust first reported a position in IEUR in Q3 2017 and held it in 1 quarter. The position peaked at $343K in Q3 2017. 144 funds tracked by Wall St. Rank hold IEUR as of Q4 2017.

  • Legacy Private Trust reported no remaining iShares Core MSCI Europe ETF position as of Q4 2017 after selling out during the quarter.
  • Legacy Private Trust sold 6,900 iShares Core MSCI Europe ETF shares in Q4 2017, an estimated $343K.
  • Legacy Private Trust first reported a position in iShares Core MSCI Europe ETF in Q3 2017 and held it in 1 quarter.
  • Legacy Private Trust's iShares Core MSCI Europe ETF position peaked at $343K in Q3 2017.
  • 144 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2017.

Based on Legacy Private Trust's 13F filing for Q4 2017, filed 16 Jan 2018.