LifePlan Financial Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

LifePlan Financial Group’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 Q3	$19K	Hold	427	–	–	0.01%	345
2020 Q2	$18K	Hold	427	–	–	0.01%	351
2020 Q1	$16K	Sell	427 -21	-5%	-$947	0.01%	343
2019 Q4	$22K	Sell	448 -52	-10%	-$2.48K	0.01%	337
2019 Q3	$23K	Sell	500 -536	-52%	-$24.3K	0.01%	333
2019 Q2	$48K	Hold	1,036	–	–	0.02%	246
2019 Q1	$48K	Hold	1,036	–	–	0.03%	246
2018 Q4	$43K	Hold	1,036	–	–	0.03%	247
2018 Q3	$50K	Hold	1,036	–	–	0.03%	248
2018 Q2	$49K	Sell	1,036 -122	-11%	-$6.12K	0.03%	237
2018 Q1	$58K	Buy	+1,158	New	+$59K	0.03%	213

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LifePlan Financial Group's IEUR Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Core MSCI Europe ETF (IEUR) position steady in Q3 2020 at 427 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #345.

LifePlan Financial Group first reported a position in IEUR in Q1 2018 and has held it in 11 quarters since. The position peaked at $58K in Q1 2018. 188 funds tracked by Wall St. Rank hold IEUR as of Q3 2020.

LifePlan Financial Group held 427 shares of iShares Core MSCI Europe ETF worth $19K as of Q3 2020.
LifePlan Financial Group left its iShares Core MSCI Europe ETF share count unchanged in Q3 2020.
iShares Core MSCI Europe ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #345 holding.
LifePlan Financial Group first reported a position in iShares Core MSCI Europe ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's iShares Core MSCI Europe ETF position peaked at $58K in Q1 2018.
188 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.