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Integrated Wealth Management (Palm Desert)’s iShares Europe ETF IEV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q1 		– Sell
-450
Closed -$18K – 1250
2015
Q4 		$18K Buy
+450
New +$18.6K 0.01% 609

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IEV Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares Europe ETF (IEV) in Q1 2016, closing a stake of 450 shares — an estimated $18K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IEV in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 172 funds tracked by Wall St. Rank hold IEV as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares Europe ETF position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 450 iShares Europe ETF shares in Q1 2016, an estimated $18K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares Europe ETF in Q4 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares Europe ETF position peaked at $18K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.