Icon Wealth Partners’s iShares Europe ETF IEV Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-1,305	Closed	-$57K	–	446
2019 Q1	$57K	Buy	+1,305	New	+$54.8K	0.02%	335
2018 Q3	–	Sell	-1,555	Closed	-$70K	–	480
2018 Q2	$70K	Buy	+1,555	New	+$73.1K	0.03%	309
2018 Q1	–	Sell	-1,055	Closed	-$50K	–	478
2017 Q4	$50K	Buy	+1,055	New	+$49.5K	0.02%	413

Other funds holding IEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Icon Wealth Partners's IEV Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Europe ETF (IEV) in Q2 2019, closing a stake of 1,305 shares — an estimated $57K sold.

Icon Wealth Partners first reported a position in IEV in Q4 2017 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 163 funds tracked by Wall St. Rank hold IEV as of Q2 2019.

Icon Wealth Partners reported no remaining iShares Europe ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,305 iShares Europe ETF shares in Q2 2019, an estimated $57K.
Icon Wealth Partners first reported a position in iShares Europe ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's iShares Europe ETF position peaked at $70K in Q2 2018.
163 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.