BigSur Wealth Management’s iShares Europe ETF IEV Stock Holding History

BigSur Wealth Management’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
2020 Q2	–	Sell	-15,000	Closed	-$530K	–	110
2020 Q1	$530K	Sell	15,000 -10,400	-41%	-$442K	0.4%	51
2019 Q4	$1.19M	Sell	25,400 -10,000	-28%	-$449K	0.67%	38
2019 Q3	$1.53M	Buy	35,400 +1	+0%	+$43	1.03%	29
2019 Q2	$1.56M	Hold	35,399	–	–	1.09%	25
2019 Q1	$1.54M	Sell	35,399 -96,600	-73%	-$4.06M	1.01%	22
2018 Q4	$5.16M	Hold	131,999	–	–	3.67%	3
2018 Q3	$5.95M	Sell	131,999 -16,000	-11%	-$723K	3.72%	3
2018 Q2	$6.62M	Hold	147,999	–	–	4.82%	3
2018 Q1	$6.9M	Buy	147,999 +112,600	+318%	+$5.39M	4.92%	3
2017 Q4	$1.67M	Sell	35,399 -16,000	-31%	-$750K	1.66%	10
2017 Q3	$2.41M	Hold	51,399	–	–	2.42%	5
2017 Q2	$2.36M	Buy	51,399 +9,000	+21%	+$396K	2.4%	5
2017 Q1	$1.88M	Sell	42,399 -1	-0%	-$40	2.04%	7
2016 Q4	$1.65M	Buy	+42,400	New	+$1.62M	2.2%	6

Other funds holding IEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

BigSur Wealth Management's IEV Position: Q2 2020 in Review

BigSur Wealth Management sold out of iShares Europe ETF (IEV) in Q2 2020, closing a stake of 15,000 shares — an estimated $530K sold.

BigSur Wealth Management first reported a position in IEV in Q4 2016 and held it in 14 quarters. The position peaked at $6.9M in Q1 2018. 134 funds tracked by Wall St. Rank hold IEV as of Q2 2020.

BigSur Wealth Management reported no remaining iShares Europe ETF position as of Q2 2020 after selling out during the quarter.
BigSur Wealth Management sold 15,000 iShares Europe ETF shares in Q2 2020, an estimated $530K.
BigSur Wealth Management first reported a position in iShares Europe ETF in Q4 2016 and held it in 14 quarters.
BigSur Wealth Management's iShares Europe ETF position peaked at $6.9M in Q1 2018.
134 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2020.

Based on BigSur Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.