Financial Architects (New Jersey)’s iShares Europe ETF IEV Stock Holding History

Financial Architects (New Jersey)’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
2016 Q2	–	Sell	-100	Closed	-$4K	–	1459
2016 Q1	$4K	Buy	+100	New	+$3.77K	﹤0.01%	934
2015 Q3	–	Sell	-458	Closed	-$20K	–	534
2015 Q2	$20K	Buy	458 +283	+162%	+$13K	0.01%	644
2015 Q1	$8K	Buy	+175	New	+$7.65K	﹤0.01%	771

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JMPWA

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Architects (New Jersey)'s IEV Position: Q2 2016 in Review

Financial Architects (New Jersey) sold out of iShares Europe ETF (IEV) in Q2 2016, closing a stake of 100 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in IEV in Q1 2015 and held it in 3 quarters. The position peaked at $20K in Q2 2015. 165 funds tracked by Wall St. Rank hold IEV as of Q2 2016.

Financial Architects (New Jersey) reported no remaining iShares Europe ETF position as of Q2 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 100 iShares Europe ETF shares in Q2 2016, an estimated $4K.
Financial Architects (New Jersey) first reported a position in iShares Europe ETF in Q1 2015 and held it in 3 quarters.
Financial Architects (New Jersey)'s iShares Europe ETF position peaked at $20K in Q2 2015.
165 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2016, filed 25 Jul 2016.