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

Sound Financial Strategies 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
Q4 		– Sell
-1,400
Closed -$63K – 97
2020
Q3 		$63K Buy
+1,400
New +$63.4K 0.04% 62

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sound Financial Strategies Group's IEUR Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2020, closing a stake of 1,400 shares — an estimated $63K sold.

Sound Financial Strategies Group first reported a position in IEUR in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 199 funds tracked by Wall St. Rank hold IEUR as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining iShares Core MSCI Europe ETF position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,400 iShares Core MSCI Europe ETF shares in Q4 2020, an estimated $63K.
  • Sound Financial Strategies Group first reported a position in iShares Core MSCI Europe ETF in Q3 2020 and held it in 1 quarter.
  • Sound Financial Strategies Group's iShares Core MSCI Europe ETF position peaked at $63K in Q3 2020.
  • 199 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.