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Simon Quick Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-3,829
Closed -$215K – 515
2017
Q3 		$215K Hold
3,829
– – 0.08% 122
2017
Q2 		$199K Sell
3,829
-989
-21% -$50.6K 0.11% 67
2017
Q1 		$229K Buy
+4,818
New +$221K 0.14% 80

Other funds holding IEUS

LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simon Quick Advisors's IEUS Position: Q4 2017 in Review

Simon Quick Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2017, closing a stake of 3,829 shares — an estimated $215K sold.

Simon Quick Advisors first reported a position in IEUS in Q1 2017 and held it in 3 quarters. The position peaked at $229K in Q1 2017. 37 funds tracked by Wall St. Rank hold IEUS as of Q4 2017.

  • Simon Quick Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 3,829 iShares MSCI Europe Small-Cap ETF shares in Q4 2017, an estimated $215K.
  • Simon Quick Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $229K in Q1 2017.
  • 37 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.