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BOK Financial Private Wealth’s iShares Europe ETF IEV Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-6,215
Closed -$235K – 145
2016
Q2 		$235K Hold
6,215
– – 0.04% 121
2016
Q1 		$243K Hold
6,215
– – 0.04% 66
2015
Q4 		$249K Hold
6,215
– – 0.04% 62
2015
Q3 		$247K Hold
6,215
– – 0.04% 65
2015
Q2 		$272K Hold
6,215
– – 0.05% 65
2015
Q1 		$275K Hold
6,215
– – 0.05% 64
2014
Q4 		$264K Hold
6,215
– – 0.04% 66
2014
Q3 		$280K Hold
6,215
– – 0.05% 58
2014
Q2 		$302K Hold
6,215
– – 0.05% 56
2014
Q1 		$300K Hold
6,215
– – 0.05% 54
2013
Q4 		$295K Hold
6,215
– – 0.05% 55
2013
Q3 		$274K Hold
6,215
– – 0.06% 54
2013
Q2 		$241K Buy
+6,215
New +$255K 0.05% 44

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return