Plante Moran Financial Advisors’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-1,168	Closed	-$58K	–	780
2019 Q4	$58K	Sell	1,168 -9,254	-89%	-$441K	0.02%	299
2019 Q3	$477K	Buy	+10,422	New	+$473K	0.14%	91
2019 Q2	–	Sell	-11,741	Closed	-$539K	–	803
2019 Q1	$539K	Hold	11,741	–	–	0.17%	76
2018 Q4	$485K	Hold	11,741	–	–	0.17%	77
2018 Q3	$563K	Buy	+11,741	New	+$565K	0.18%	70

Other funds holding IEUR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plante Moran Financial Advisors's IEUR Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2020, closing a stake of 1,168 shares — an estimated $58K sold.

Plante Moran Financial Advisors first reported a position in IEUR in Q3 2018 and held it in 5 quarters. The position peaked at $563K in Q3 2018. 198 funds tracked by Wall St. Rank hold IEUR as of Q1 2020.

Plante Moran Financial Advisors reported no remaining iShares Core MSCI Europe ETF position as of Q1 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,168 iShares Core MSCI Europe ETF shares in Q1 2020, an estimated $58K.
Plante Moran Financial Advisors first reported a position in iShares Core MSCI Europe ETF in Q3 2018 and held it in 5 quarters.
Plante Moran Financial Advisors's iShares Core MSCI Europe ETF position peaked at $563K in Q3 2018.
198 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.