Wealth & Pension Services Group’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Wealth & Pension Services 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
2019 Q3	$1.11M	Buy	24,235 +475	+2%	+$21.6K	0.8%	36
2019 Q2	$1.11M	Buy	23,760 +1,567	+7%	+$73K	0.81%	37
2019 Q1	$1.02M	Sell	22,193 -1,462	-6%	-$65K	0.79%	40
2018 Q4	$978K	Buy	23,655 +10,241	+76%	+$450K	0.88%	40
2018 Q3	$643K	Buy	13,414 +1,411	+12%	+$68K	0.65%	42
2018 Q2	$571K	Buy	+12,003	New	+$602K	0.72%	32

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth & Pension Services Group's IEUR Position: Q3 2019 in Review

Wealth & Pension Services Group increased its iShares Core MSCI Europe ETF (IEUR) stake by 2% in Q3 2019, buying an estimated $21.6K and bringing the position to 24,235 shares worth $1.11M. The position accounts for 0.8% of the portfolio, ranked #36.

Wealth & Pension Services Group first reported a position in IEUR in Q2 2018 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold IEUR as of Q3 2019.

Wealth & Pension Services Group held 24,235 shares of iShares Core MSCI Europe ETF worth $1.11M as of Q3 2019.
Wealth & Pension Services Group bought 475 iShares Core MSCI Europe ETF shares in Q3 2019, an estimated $21.6K.
iShares Core MSCI Europe ETF made up 0.8% of Wealth & Pension Services Group's portfolio in Q3 2019, its #36 holding.
Wealth & Pension Services Group first reported a position in iShares Core MSCI Europe ETF in Q2 2018 and has held it in 6 quarters since.
188 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.