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

WFG 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
2014 Q4	–	Sell	-444	Closed	-$19K	–	2150
2014 Q3	$19K	Sell	444 -431	-49%	-$19.5K	﹤0.01%	1293
2014 Q2	$41K	Hold	875	–	–	0.01%	990
2014 Q1	$41K	Hold	875	–	–	0.01%	992
2013 Q4	$39K	Sell	875 -35	-4%	-$1.51K	0.01%	1094
2013 Q3	$38K	Hold	910	–	–	0.01%	1024
2013 Q2	$34K	Buy	+910	New	+$35.3K	0.01%	1028

Other funds holding IEUS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's IEUS Position: Q4 2014 in Review

WFG Advisors sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q4 2014, closing a stake of 444 shares — an estimated $19K sold.

WFG Advisors first reported a position in IEUS in Q2 2013 and held it in 6 quarters. The position peaked at $41K in Q2 2014. 18 funds tracked by Wall St. Rank hold IEUS as of Q4 2014.

WFG Advisors reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 444 iShares MSCI Europe Small-Cap ETF shares in Q4 2014, an estimated $19K.
WFG Advisors first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2013 and held it in 6 quarters.
WFG Advisors's iShares MSCI Europe Small-Cap ETF position peaked at $41K in Q2 2014.
18 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.