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

EP 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
Q1 		– Sell
-70,679
Closed -$3.01M – 135
2014
Q4 		$3.01M Buy
+70,679
New +$3.08M 0.5% 50

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EP Wealth Advisors's IEV Position: Q1 2015 in Review

EP Wealth Advisors sold out of iShares Europe ETF (IEV) in Q1 2015, closing a stake of 70,679 shares — an estimated $3.01M sold.

EP Wealth Advisors first reported a position in IEV in Q4 2014 and held it in 1 quarter. The position peaked at $3.01M in Q4 2014. 160 funds tracked by Wall St. Rank hold IEV as of Q1 2015.

  • EP Wealth Advisors reported no remaining iShares Europe ETF position as of Q1 2015 after selling out during the quarter.
  • EP Wealth Advisors sold 70,679 iShares Europe ETF shares in Q1 2015, an estimated $3.01M.
  • EP Wealth Advisors first reported a position in iShares Europe ETF in Q4 2014 and held it in 1 quarter.
  • EP Wealth Advisors's iShares Europe ETF position peaked at $3.01M in Q4 2014.
  • 160 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2015.

Based on EP Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.