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Baltimore-Washington Financial Advisors’s iShares Europe ETF IEV Stock Holding History

Baltimore-Washington Financial Advisors’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
2016
Q1 		– Sell
-6,035
Closed -$242K – 87
2015
Q4 		$242K Sell
6,035
-43,766
-88% -$1.81M 0.08% 88
2015
Q3 		$1.98M Sell
49,801
-4,735
-9% -$203K 0.63% 67
2015
Q2 		$2.38M Buy
54,536
+5,320
+11% +$245K 0.71% 63
2015
Q1 		$2.18M Buy
49,216
+15,246
+45% +$666K 0.63% 66
2014
Q4 		$1.45M Buy
33,970
+2,485
+8% +$108K 0.43% 70
2014
Q3 		$1.42M Buy
31,485
+3,700
+13% +$173K 0.45% 67
2014
Q2 		$1.35M Buy
27,785
+5,210
+23% +$257K 0.42% 71
2014
Q1 		$1.09M Buy
22,575
+4,080
+22% +$193K 0.37% 73
2013
Q4 		$878K Buy
18,495
+2,335
+14% +$106K 0.3% 77
2013
Q3 		$713K Buy
+16,160
New +$681K 0.28% 73

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return