HL Financial Services’s iShares Europe ETF IEV Stock Holding History

HL Financial Services’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
2017 Q1	–	Sell	-12,320	Closed	-$478K	–	669
2016 Q4	$478K	Buy	12,320 +536	+5%	+$20.5K	0.01%	453
2016 Q3	$464K	Sell	11,784 -11,529	-49%	-$448K	0.01%	437
2016 Q2	$881K	Buy	23,313 +2,075	+10%	+$81.5K	0.02%	348
2016 Q1	$831K	Buy	21,238 +99	+0.5%	+$3.73K	0.02%	340
2015 Q4	$848K	Buy	21,139 +3,961	+23%	+$164K	0.02%	339
2015 Q3	$684K	Buy	17,178 +2,937	+21%	+$126K	0.02%	355
2015 Q2	$623K	Buy	14,241 +3,410	+31%	+$157K	0.02%	412
2015 Q1	$479K	Buy	10,831 +1,667	+18%	+$72.9K	0.01%	472
2014 Q4	$390K	Buy	9,164 +2,096	+30%	+$91.3K	0.01%	491
2014 Q3	$319K	Buy	7,068 +1,273	+22%	+$59.6K	0.01%	532
2014 Q2	$281K	Buy	+5,795	New	+$286K	0.01%	569

Other funds holding IEV

Fidelity Investments

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return