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WealthPLAN Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

WealthPLAN Partners’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
Q4 		– Sell
-6,762
Closed -$323K – 253
2019
Q3 		$323K Buy
+6,762
New +$307K 0.04% 181
2015
Q4 		$0 Buy
+10
New +$433 ﹤0.01% 1747
2015
Q2 		$0 Buy
+5
New +$237 ﹤0.01% 471

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's IEUR Position: Q4 2019 in Review

WealthPLAN Partners sold out of iShares Core MSCI Europe ETF (IEUR) in Q4 2019, closing a stake of 6,762 shares — an estimated $323K sold.

WealthPLAN Partners first reported a position in IEUR in Q2 2015 and held it in 3 quarters. The position peaked at $323K in Q3 2019. 240 funds tracked by Wall St. Rank hold IEUR as of Q4 2019.

  • WealthPLAN Partners reported no remaining iShares Core MSCI Europe ETF position as of Q4 2019 after selling out during the quarter.
  • WealthPLAN Partners sold 6,762 iShares Core MSCI Europe ETF shares in Q4 2019, an estimated $323K.
  • WealthPLAN Partners first reported a position in iShares Core MSCI Europe ETF in Q2 2015 and held it in 3 quarters.
  • WealthPLAN Partners's iShares Core MSCI Europe ETF position peaked at $323K in Q3 2019.
  • 240 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q4 2019.

Based on WealthPLAN Partners's 13F filing for Q4 2019, filed 14 Feb 2020.