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 $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

Bank of America

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

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

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return