Burt Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Burt 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
2016 Q2	–	Sell	-400	Closed	-$16K	–	489
2016 Q1	$16K	Hold	400	–	–	0.01%	273
2015 Q4	$16K	Sell	400 -400	-50%	-$16.6K	0.01%	230
2015 Q3	$32K	Buy	800 +400	+100%	+$17.1K	0.04%	157
2015 Q2	$17K	Hold	400	–	–	0.02%	222
2015 Q1	$18K	Hold	400	–	–	0.02%	200
2014 Q4	$17K	Buy	+400	New	+$17.4K	0.02%	199

Other funds holding IEV

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burt Wealth Advisors's IEV Position: Q2 2016 in Review

Burt Wealth Advisors sold out of iShares Europe ETF (IEV) in Q2 2016, closing a stake of 400 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in IEV in Q4 2014 and held it in 6 quarters. The position peaked at $32K in Q3 2015. 165 funds tracked by Wall St. Rank hold IEV as of Q2 2016.

Burt Wealth Advisors reported no remaining iShares Europe ETF position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 400 iShares Europe ETF shares in Q2 2016, an estimated $16K.
Burt Wealth Advisors first reported a position in iShares Europe ETF in Q4 2014 and held it in 6 quarters.
Burt Wealth Advisors's iShares Europe ETF position peaked at $32K in Q3 2015.
165 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.