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

KMS 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
2014
Q3 		– Sell
-5,121
Closed -$249K – 557
2014
Q2 		$249K Buy
+5,121
New +$253K 0.04% 432

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

KMS Financial Services's IEV Position: Q3 2014 in Review

KMS Financial Services sold out of iShares Europe ETF (IEV) in Q3 2014, closing a stake of 5,121 shares — an estimated $249K sold.

KMS Financial Services first reported a position in IEV in Q2 2014 and held it in 1 quarter. The position peaked at $249K in Q2 2014. 148 funds tracked by Wall St. Rank hold IEV as of Q3 2014.

  • KMS Financial Services reported no remaining iShares Europe ETF position as of Q3 2014 after selling out during the quarter.
  • KMS Financial Services sold 5,121 iShares Europe ETF shares in Q3 2014, an estimated $249K.
  • KMS Financial Services first reported a position in iShares Europe ETF in Q2 2014 and held it in 1 quarter.
  • KMS Financial Services's iShares Europe ETF position peaked at $249K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.