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Freedom Investment Management’s iShares Europe ETF IEV Stock Holding History

Freedom Investment Management’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
2014
Q2 		– Sell
-27,039
Closed -$1.3M – 505
2014
Q1 		$1.3M Buy
+27,039
New +$1.28M 0.28% 49
2013
Q4 		– Sell
-20,087
Closed -$886K – 441
2013
Q3 		$886K Buy
+20,087
New +$847K 0.25% 65

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Freedom Investment Management's IEV Position: Q2 2014 in Review

Freedom Investment Management sold out of iShares Europe ETF (IEV) in Q2 2014, closing a stake of 27,039 shares — an estimated $1.3M sold.

Freedom Investment Management first reported a position in IEV in Q3 2013 and held it in 2 quarters. The position peaked at $1.3M in Q1 2014. 158 funds tracked by Wall St. Rank hold IEV as of Q2 2014.

  • Freedom Investment Management reported no remaining iShares Europe ETF position as of Q2 2014 after selling out during the quarter.
  • Freedom Investment Management sold 27,039 iShares Europe ETF shares in Q2 2014, an estimated $1.3M.
  • Freedom Investment Management first reported a position in iShares Europe ETF in Q3 2013 and held it in 2 quarters.
  • Freedom Investment Management's iShares Europe ETF position peaked at $1.3M in Q1 2014.
  • 158 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2014.

Based on Freedom Investment Management's 13F filing for Q2 2014, filed 15 Aug 2014.