Lenox Wealth Management’s iShares Europe ETF IEV Stock Holding History

Lenox 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	$7K	Hold	175	–	–	﹤0.01%	489
2020 Q1	$6K	Hold	175	–	–	﹤0.01%	465
2019 Q4	$8K	Hold	175	–	–	﹤0.01%	475
2019 Q3	$7K	Hold	175	–	–	﹤0.01%	491
2019 Q2	$7K	Hold	175	–	–	﹤0.01%	470
2019 Q1	$8K	Hold	175	–	–	﹤0.01%	463
2018 Q4	$7K	Sell	175 -272	-61%	-$11.3K	﹤0.01%	433
2018 Q3	$20K	Hold	447	–	–	0.01%	326
2018 Q2	$20K	Hold	447	–	–	0.01%	293
2018 Q1	$20K	Hold	447	–	–	0.01%	294
2017 Q4	$21K	Hold	447	–	–	0.01%	308
2017 Q3	$20K	Hold	447	–	–	0.01%	323
2017 Q2	$20K	Buy	447 +241	+117%	+$10.6K	0.01%	304
2017 Q1	$9K	Sell	206 -129	-39%	-$5.21K	0.01%	169
2016 Q4	$13K	Hold	335	–	–	0.01%	158
2016 Q3	$13K	Hold	335	–	–	0.01%	155
2016 Q2	$13K	Hold	335	–	–	0.01%	159
2016 Q1	$13K	Hold	335	–	–	0.01%	159
2015 Q4	$13K	Buy	+335	New	+$13.9K	0.01%	164

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

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

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

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Lenox Wealth Management's IEV Position: Q2 2020 in Review

Lenox Wealth Management held its iShares Europe ETF (IEV) position steady in Q2 2020 at 175 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Lenox Wealth Management first reported a position in IEV in Q4 2015 and has held it in 19 quarters since. The position peaked at $21K in Q4 2017. 134 funds tracked by Wall St. Rank hold IEV as of Q2 2020.

Lenox Wealth Management held 175 shares of iShares Europe ETF worth $7K as of Q2 2020.
Lenox Wealth Management left its iShares Europe ETF share count unchanged in Q2 2020.
iShares Europe ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #489 holding.
Lenox Wealth Management first reported a position in iShares Europe ETF in Q4 2015 and has held it in 19 quarters since.
Lenox Wealth Management's iShares Europe ETF position peaked at $21K in Q4 2017.
134 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.