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Advisor Group’s iShares Europe ETF IEV Stock Holding History

Advisor Group’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$135K Sell
2,887
-13,015
-82% -$585K ﹤0.01% 2707
2019
Q3 		$688K Sell
15,902
-656
-4% -$28.2K 0.01% 1384
2019
Q2 		$731K Buy
16,558
+2,101
+15% +$92.4K 0.01% 1345
2019
Q1 		$626K Sell
14,457
-12,828
-47% -$539K 0.01% 1435
2018
Q4 		$1.07M Sell
27,285
-16,482
-38% -$683K 0.01% 912
2018
Q3 		$1.97M Buy
43,767
+8,785
+25% +$397K 0.02% 643
2018
Q2 		$1.56M Sell
34,982
-1,460
-4% -$68.6K 0.02% 648
2018
Q1 		$1.7M Buy
36,442
+17,920
+97% +$857K 0.02% 624
2017
Q4 		$875K Buy
18,522
+5,495
+42% +$258K 0.01% 979
2017
Q3 		$611K Sell
13,027
-2,404
-16% -$109K 0.01% 1082
2017
Q2 		$684K Buy
15,431
+10,946
+244% +$482K 0.01% 950
2017
Q1 		$188K Sell
4,485
-6,038
-57% -$244K ﹤0.01% 1714
2016
Q4 		$409K Buy
10,523
+9,244
+723% +$353K 0.01% 1120
2016
Q3 		$50K Sell
1,279
-7,999
-86% -$311K ﹤0.01% 2548
2016
Q2 		$349K Buy
+9,278
New +$364K 0.01% 1110

Other funds holding IEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisor Group's IEV Position: Q4 2019 in Review

Advisor Group reduced its iShares Europe ETF (IEV) stake by 82% in Q4 2019, selling an estimated $585K and leaving 2,887 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Advisor Group first reported a position in IEV in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.97M in Q3 2018. 173 funds tracked by Wall St. Rank hold IEV as of Q4 2019.

  • Advisor Group held 2,887 shares of iShares Europe ETF worth $135K as of Q4 2019.
  • Advisor Group sold 13,015 iShares Europe ETF shares in Q4 2019, an estimated $585K.
  • iShares Europe ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2707 holding.
  • Advisor Group first reported a position in iShares Europe ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Europe ETF position peaked at $1.97M in Q3 2018.
  • 173 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.