LA
IEV icon

Lynch & Associates’s iShares Europe ETF IEV Stock Holding History

Lynch & Associates’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
2018
Q1 		– Sell
-4,333
Closed -$205K – 99
2017
Q4 		$205K Sell
4,333
-17,741
-80% -$832K 0.08% 90
2017
Q3 		$1.03M Sell
22,074
-336
-1% -$15.3K 0.41% 54
2017
Q2 		$993K Buy
22,410
+1,348
+6% +$59.4K 0.39% 54
2017
Q1 		$881K Buy
21,062
+3,203
+18% +$129K 0.36% 56
2016
Q4 		$693K Sell
17,859
-56
-0.3% -$2.14K 0.29% 63
2016
Q3 		$705K Buy
17,915
+1,623
+10% +$63K 0.31% 64
2016
Q2 		$616K Buy
16,292
+1,698
+12% +$66.7K 0.28% 66
2016
Q1 		$571K Sell
14,594
-47
-0.3% -$1.77K 0.27% 66
2015
Q4 		$587K Buy
14,641
+318
+2% +$13.2K 0.3% 64
2015
Q3 		$570K Sell
14,323
-140
-1% -$5.99K 0.32% 66
2015
Q2 		$632K Buy
14,463
+353
+3% +$16.3K 0.33% 64
2015
Q1 		$625K Buy
+14,110
New +$617K 0.33% 65

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

Lynch & Associates's IEV Position: Q1 2018 in Review

Lynch & Associates sold out of iShares Europe ETF (IEV) in Q1 2018, closing a stake of 4,333 shares — an estimated $205K sold.

Lynch & Associates first reported a position in IEV in Q1 2015 and held it in 12 quarters. The position peaked at $1.03M in Q3 2017. 185 funds tracked by Wall St. Rank hold IEV as of Q1 2018.

  • Lynch & Associates reported no remaining iShares Europe ETF position as of Q1 2018 after selling out during the quarter.
  • Lynch & Associates sold 4,333 iShares Europe ETF shares in Q1 2018, an estimated $205K.
  • Lynch & Associates first reported a position in iShares Europe ETF in Q1 2015 and held it in 12 quarters.
  • Lynch & Associates's iShares Europe ETF position peaked at $1.03M in Q3 2017.
  • 185 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2018.

Based on Lynch & Associates's 13F filing for Q1 2018, filed 6 Apr 2018.