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Summit Trail Advisors’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-333
Closed -$21K – 1015
2017
Q4 		$21K Buy
+333
New +$18.8K ﹤0.01% 1028

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Trail Advisors's IEUS Position: Q1 2018 in Review

Summit Trail Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2018, closing a stake of 333 shares — an estimated $21K sold.

Summit Trail Advisors first reported a position in IEUS in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 44 funds tracked by Wall St. Rank hold IEUS as of Q1 2018.

  • Summit Trail Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 333 iShares MSCI Europe Small-Cap ETF shares in Q1 2018, an estimated $21K.
  • Summit Trail Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $21K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.