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

Concert 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
2017
Q2 		– Sell
-10,607
Closed -$413K – 280
2017
Q1 		$413K Hold
10,607
– – 0.09% 289
2016
Q4 		$413K Sell
10,607
-343
-3% -$13.1K 0.09% 296
2016
Q3 		$431K Sell
10,950
-160
-1% -$6.21K 0.05% 403
2016
Q2 		$420K Sell
11,110
-323
-3% -$12.7K 0.06% 377
2016
Q1 		$448K Sell
11,433
-5,446
-32% -$205K 0.06% 375
2015
Q4 		$675K Buy
16,879
+6,062
+56% +$251K 0.09% 289
2015
Q3 		$430K Buy
10,817
+571
+6% +$24.4K 0.06% 389
2015
Q2 		$449K Sell
10,246
-1,690
-14% -$77.8K 0.06% 383
2015
Q1 		$450K Hold
11,936
– – 0.13% 223
2014
Q4 		$509K Sell
11,936
-1,893
-14% -$82.5K 0.08% 318
2014
Q3 		$624K Buy
13,829
+49
+0.4% +$2.3K 0.08% 219
2014
Q2 		$666K Buy
13,780
+1,891
+16% +$93.3K 0.08% 220
2014
Q1 		$571K Sell
11,889
-5,650
-32% -$267K 0.07% 247
2013
Q4 		$830K Buy
17,539
+9
+0.1% +$410 0.11% 165
2013
Q3 		$775K Sell
17,530
-312
-2% -$13.2K 0.11% 173
2013
Q2 		$695K Buy
+17,842
New +$732K 0.1% 172

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Concert Wealth Management's IEV Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares Europe ETF (IEV) in Q2 2017, closing a stake of 10,607 shares — an estimated $413K sold.

Concert Wealth Management first reported a position in IEV in Q2 2013 and held it in 16 quarters. The position peaked at $830K in Q4 2013. 178 funds tracked by Wall St. Rank hold IEV as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares Europe ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,607 iShares Europe ETF shares in Q2 2017, an estimated $413K.
  • Concert Wealth Management first reported a position in iShares Europe ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares Europe ETF position peaked at $830K in Q4 2013.
  • 178 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.