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WealthPLAN Partners’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

WealthPLAN Partners’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
2020
Q1 		– Sell
-9,591
Closed -$534K – 269
2019
Q4 		$534K Buy
9,591
+3,118
+48% +$163K 0.06% 158
2019
Q3 		$337K Buy
+6,473
New +$315K 0.05% 175

Other funds holding IEUS

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
HC
HNP Capital Rochester, New York $359M AUM 3.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPLAN Partners's IEUS Position: Q1 2020 in Review

WealthPLAN Partners sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2020, closing a stake of 9,591 shares — an estimated $534K sold.

WealthPLAN Partners first reported a position in IEUS in Q3 2019 and held it in 2 quarters. The position peaked at $534K in Q4 2019. 37 funds tracked by Wall St. Rank hold IEUS as of Q1 2020.

  • WealthPLAN Partners reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 9,591 iShares MSCI Europe Small-Cap ETF shares in Q1 2020, an estimated $534K.
  • WealthPLAN Partners first reported a position in iShares MSCI Europe Small-Cap ETF in Q3 2019 and held it in 2 quarters.
  • WealthPLAN Partners's iShares MSCI Europe Small-Cap ETF position peaked at $534K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.