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Dynamic Advisor Solutions’s iShares Europe ETF IEV Stock Holding History

Dynamic Advisor Solutions’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
2018
Q3 		– Sell
-8,451
Closed -$378K – 416
2018
Q2 		$378K Sell
8,451
-45
-0.5% -$2.12K 0.09% 260
2018
Q1 		$396K Buy
8,496
+1,444
+20% +$69.1K 0.1% 213
2017
Q4 		$333K Buy
7,052
+100
+1% +$4.69K 0.11% 188
2017
Q3 		$326K Buy
6,952
+198
+3% +$9.02K 0.13% 172
2017
Q2 		$299K Buy
6,754
+636
+10% +$28K 0.12% 175
2017
Q1 		$256K Buy
6,118
+404
+7% +$16.3K 0.1% 178
2016
Q4 		$222K Sell
5,714
-1,360
-19% -$51.9K 0.09% 196
2016
Q3 		$279K Sell
7,074
-3,259
-32% -$127K 0.11% 198
2016
Q2 		$390K Buy
10,333
+427
+4% +$16.8K 0.16% 141
2016
Q1 		$387K Sell
9,906
-755
-7% -$28.5K 0.16% 140
2015
Q4 		$428K Hold
10,661
– – 0.18% 142
2015
Q3 		$424K Buy
+10,661
New +$456K 0.21% 110
2015
Q2 		– Sell
-5,911
Closed -$262K – 171
2015
Q1 		$262K Sell
5,911
-725
-11% -$31.7K 0.13% 164
2014
Q4 		$282K Buy
6,636
+1,070
+19% +$46.6K 0.15% 148
2014
Q3 		$251K Buy
+5,566
New +$261K 0.14% 160

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Dynamic Advisor Solutions's IEV Position: Q3 2018 in Review

Dynamic Advisor Solutions sold out of iShares Europe ETF (IEV) in Q3 2018, closing a stake of 8,451 shares — an estimated $378K sold.

Dynamic Advisor Solutions first reported a position in IEV in Q3 2014 and held it in 15 quarters. The position peaked at $428K in Q4 2015. 181 funds tracked by Wall St. Rank hold IEV as of Q3 2018.

  • Dynamic Advisor Solutions reported no remaining iShares Europe ETF position as of Q3 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,451 iShares Europe ETF shares in Q3 2018, an estimated $378K.
  • Dynamic Advisor Solutions first reported a position in iShares Europe ETF in Q3 2014 and held it in 15 quarters.
  • Dynamic Advisor Solutions's iShares Europe ETF position peaked at $428K in Q4 2015.
  • 181 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2018, filed 14 Nov 2018.