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McNamara Financial Services’s iShares Core MSCI Europe ETF IEUR Stock Holding History

McNamara Financial Services’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
Q2 		– Sell
-264,886
Closed -$9.82M – 49
2020
Q1 		$9.82M Buy
264,886
+31,873
+14% +$1.44M 4.03% 7
2019
Q4 		$11.6M Buy
233,013
+10,056
+5% +$479K 4.31% 7
2019
Q3 		$10.4M Buy
222,957
+5,484
+3% +$249K 4.22% 7
2019
Q2 		$9.97M Buy
217,473
+8,803
+4% +$410K 4.17% 6
2019
Q1 		$8.62M Buy
208,670
+8,254
+4% +$367K 4.01% 6
2018
Q4 		$9.61M Sell
200,416
-109
-0.1% -$4.79K 4.06% 6
2018
Q3 		$9.62M Buy
200,525
+5,231
+3% +$252K 4.05% 6
2018
Q2 		$9.29M Buy
195,294
+1,822
+0.9% +$91.3K 4.09% 6
2018
Q1 		$9.61M Buy
193,472
+4,228
+2% +$215K 4.38% 6
2017
Q4 		$9.49M Buy
189,244
+184,817
+4,175% +$9.19M 4.38% 6
2017
Q3 		$220K Hold
4,427
– – 0.11% 31
2017
Q2 		$207K Buy
+4,427
New +$205K 0.1% 31

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $922M AUM 28.87% 1-Year Est. Return

McNamara Financial Services's IEUR Position: Q2 2020 in Review

McNamara Financial Services sold out of iShares Core MSCI Europe ETF (IEUR) in Q2 2020, closing a stake of 264,886 shares — an estimated $9.82M sold.

McNamara Financial Services first reported a position in IEUR in Q2 2017 and held it in 12 quarters. The position peaked at $11.6M in Q4 2019. 173 funds tracked by Wall St. Rank hold IEUR as of Q2 2020.

  • McNamara Financial Services reported no remaining iShares Core MSCI Europe ETF position as of Q2 2020 after selling out during the quarter.
  • McNamara Financial Services sold 264,886 iShares Core MSCI Europe ETF shares in Q2 2020, an estimated $9.82M.
  • McNamara Financial Services first reported a position in iShares Core MSCI Europe ETF in Q2 2017 and held it in 12 quarters.
  • McNamara Financial Services's iShares Core MSCI Europe ETF position peaked at $11.6M in Q4 2019.
  • 173 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2020.

Based on McNamara Financial Services's 13F filing for Q2 2020, filed 10 Aug 2020.