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WealthStone’s iShares Core MSCI Europe ETF IEUR Stock Holding History

WealthStone’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
2021
Q1 		$1.85M Buy
34,321
+3,090
+10% +$164K 0.65% 22
2020
Q4 		$1.6M Buy
31,231
+69
+0.2% +$3.31K 0.57% 26
2020
Q3 		$1.39M Buy
31,162
+132
+0.4% +$5.98K 0.64% 24
2020
Q2 		$1.33M Buy
31,030
+22,005
+244% +$887K 0.63% 19
2020
Q1 		$335K Sell
9,025
-8,171
-48% -$368K 0.34% 18
2019
Q4 		$860K Buy
17,196
+2,805
+19% +$134K 0.51% 17
2019
Q3 		$658K Buy
+14,391
New +$653K 0.35% 28
2019
Q2 		– Hold
0
– – – 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

WealthStone's IEUR Position: Q1 2021 in Review

WealthStone increased its iShares Core MSCI Europe ETF (IEUR) stake by 9.9% in Q1 2021, buying an estimated $164K and bringing the position to 34,321 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #22.

WealthStone first reported a position in IEUR in Q3 2019 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold IEUR as of Q1 2021.

  • WealthStone held 34,321 shares of iShares Core MSCI Europe ETF worth $1.85M as of Q1 2021.
  • WealthStone bought 3,090 iShares Core MSCI Europe ETF shares in Q1 2021, an estimated $164K.
  • iShares Core MSCI Europe ETF made up 0.65% of WealthStone's portfolio in Q1 2021, its #22 holding.
  • WealthStone first reported a position in iShares Core MSCI Europe ETF in Q3 2019 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.