Edmond de Rothschild (Europe)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Edmond de Rothschild (Europe)’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-965	Closed	-$27K	–	248
2015 Q4	$27K	Hold	965	–	–	0.01%	199
2015 Q3	$26K	Hold	965	–	–	0.01%	205
2015 Q2	$29K	Buy	+965	New	+$29.4K	0.01%	223

Other funds holding IJH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edmond de Rothschild (Europe)'s IJH Position: Q1 2016 in Review

Edmond de Rothschild (Europe) sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2016, closing a stake of 965 shares — an estimated $27K sold.

Edmond de Rothschild (Europe) first reported a position in IJH in Q2 2015 and held it in 3 quarters. The position peaked at $29K in Q2 2015. 709 funds tracked by Wall St. Rank hold IJH as of Q1 2016.

Edmond de Rothschild (Europe) reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2016 after selling out during the quarter.
Edmond de Rothschild (Europe) sold 965 iShares Core S&P Mid-Cap ETF shares in Q1 2016, an estimated $27K.
Edmond de Rothschild (Europe) first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and held it in 3 quarters.
Edmond de Rothschild (Europe)'s iShares Core S&P Mid-Cap ETF position peaked at $29K in Q2 2015.
709 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q1 2016, filed 12 May 2016.