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

Convergent 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
2015
Q3 		$215K Hold
5,411
– – 0.05% 35
2015
Q2 		$237K Sell
5,411
-5,411
-50% -$249K 0.05% 34
2015
Q1 		$479K Buy
+10,822
New +$473K 0.07% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Convergent Wealth Advisors's IEV Position: Q3 2015 in Review

Convergent Wealth Advisors held its iShares Europe ETF (IEV) position steady in Q3 2015 at 5,411 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #35.

Convergent Wealth Advisors first reported a position in IEV in Q1 2015 and has held it in 3 quarters since. The position peaked at $479K in Q1 2015. 160 funds tracked by Wall St. Rank hold IEV as of Q3 2015.

  • Convergent Wealth Advisors held 5,411 shares of iShares Europe ETF worth $215K as of Q3 2015.
  • Convergent Wealth Advisors left its iShares Europe ETF share count unchanged in Q3 2015.
  • iShares Europe ETF made up 0.05% of Convergent Wealth Advisors's portfolio in Q3 2015, its #35 holding.
  • Convergent Wealth Advisors first reported a position in iShares Europe ETF in Q1 2015 and has held it in 3 quarters since.
  • Convergent Wealth Advisors's iShares Europe ETF position peaked at $479K in Q1 2015.
  • 160 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.