CFA
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Carroll Financial Associates’s iShares Europe ETF IEV Stock Holding History

Carroll Financial Associates’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
2017
Q1 		– Sell
-220
Closed -$8K – 1197
2016
Q4 		$8K Sell
220
-620
-74% -$23.7K ﹤0.01% 849
2016
Q3 		$33K Buy
840
+620
+282% +$24.1K 0.01% 546
2016
Q2 		$8K Sell
220
-467
-68% -$18.3K ﹤0.01% 835
2016
Q1 		$26K Buy
687
+130
+23% +$4.9K ﹤0.01% 554
2015
Q4 		$22K Sell
557
-3,390
-86% -$140K ﹤0.01% 559
2015
Q3 		$165K Sell
3,947
-144
-4% -$6.16K 0.04% 217
2015
Q2 		$179K Buy
4,091
+1
+0% +$46 0.04% 205
2015
Q1 		$181K Sell
4,090
-1,865
-31% -$81.5K 0.08% 140
2014
Q4 		$260K Sell
5,955
-3,875
-39% -$169K 0.17% 98
2014
Q3 		$433K Sell
9,830
-495
-5% -$23.2K 0.13% 99
2014
Q2 		$501K Buy
10,325
+785
+8% +$38.7K 0.14% 99
2014
Q1 		$461K Buy
9,540
+5,265
+123% +$248K 0.15% 90
2013
Q4 		$202K Buy
4,275
+4,055
+1,843% +$185K 0.07% 145
2013
Q3 		$9K Buy
+220
New +$9.28K ﹤0.01% 543

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