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Golden State Wealth Management’s iShares Europe ETF IEV Stock Holding History

Golden State Wealth 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
2020
Q2 		– Sell
-130
Closed -$5K – 576
2020
Q1 		$5K Buy
+130
New +$5.53K ﹤0.01% 737

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Golden State Wealth Management's IEV Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares Europe ETF (IEV) in Q2 2020, closing a stake of 130 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in IEV in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 134 funds tracked by Wall St. Rank hold IEV as of Q2 2020.

  • Golden State Wealth Management reported no remaining iShares Europe ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 130 iShares Europe ETF shares in Q2 2020, an estimated $5K.
  • Golden State Wealth Management first reported a position in iShares Europe ETF in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's iShares Europe ETF position peaked at $5K in Q1 2020.
  • 134 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.