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Beacon Pointe Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$707K Sell
15,105
-157
-1% -$7.06K 0.13% 129
2019
Q3 		$663K Sell
15,262
-5,707
-27% -$245K 0.14% 130
2019
Q2 		$927K Sell
20,969
-9,808
-32% -$431K 0.2% 102
2019
Q1 		$1.34M Sell
30,777
-4,315
-12% -$181K 0.31% 68
2018
Q4 		$1.38M Buy
+35,092
New +$1.45M 0.5% 46

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 $709M AUM 18.05% 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

Beacon Pointe Wealth Advisors's IEV Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Europe ETF (IEV) stake by 1% in Q4 2019, selling an estimated $7.06K and leaving 15,105 shares worth $707K. The position accounts for 0.13% of the portfolio, ranked #129.

Beacon Pointe Wealth Advisors first reported a position in IEV in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.38M in Q4 2018. 173 funds tracked by Wall St. Rank hold IEV as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 15,105 shares of iShares Europe ETF worth $707K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 157 iShares Europe ETF shares in Q4 2019, an estimated $7.06K.
  • iShares Europe ETF made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #129 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Europe ETF in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's iShares Europe ETF position peaked at $1.38M in Q4 2018.
  • 173 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.