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Marcuard Family Office’s iShares Europe ETF IEV Stock Holding History

Marcuard Family Office’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 		$774K Hold
16,000
– – 1.66% 15
2014
Q2 		$809K Hold
16,000
– – 1.83% 13
2014
Q1 		$772K Hold
16,000
– – 1.87% 12
2013
Q4 		$759K Hold
16,000
– – 1.63% 18
2013
Q3 		$706K Sell
16,000
-2,584
-14% -$109K 1.35% 22
2013
Q2 		$720K Buy
+18,584
New +$762K 1.16% 23

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

Marcuard Family Office's IEV Position: Q3 2014 in Review

Marcuard Family Office held its iShares Europe ETF (IEV) position steady in Q3 2014 at 16,000 shares worth $774K. The position accounts for 1.66% of the portfolio, ranked #15.

Marcuard Family Office first reported a position in IEV in Q2 2013 and has held it in 6 quarters since. The position peaked at $809K in Q2 2014. 148 funds tracked by Wall St. Rank hold IEV as of Q3 2014.

  • Marcuard Family Office held 16,000 shares of iShares Europe ETF worth $774K as of Q3 2014.
  • Marcuard Family Office left its iShares Europe ETF share count unchanged in Q3 2014.
  • iShares Europe ETF made up 1.66% of Marcuard Family Office's portfolio in Q3 2014, its #15 holding.
  • Marcuard Family Office first reported a position in iShares Europe ETF in Q2 2013 and has held it in 6 quarters since.
  • Marcuard Family Office's iShares Europe ETF position peaked at $809K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.