MPWT
IEV icon

MassMutual Private Wealth & Trust’s iShares Europe ETF IEV Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q1 		– Sell
-580
Closed -$22.5K – 1045
2016
Q4 		$22.5K Buy
+580
New +$22.1K ﹤0.01% 420
2016
Q2 		$21.9K Hold
580
– – ﹤0.01% 450
2016
Q1 		$22.7K Hold
580
– – ﹤0.01% 435
2015
Q4 		$23.3K Buy
+580
New +$24K ﹤0.01% 412

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MassMutual Private Wealth & Trust's IEV Position: Q1 2017 in Review

MassMutual Private Wealth & Trust sold out of iShares Europe ETF (IEV) in Q1 2017, closing a stake of 580 shares — an estimated $22.5K sold.

MassMutual Private Wealth & Trust first reported a position in IEV in Q4 2015 and held it in 4 quarters. The position peaked at $23.3K in Q4 2015. 172 funds tracked by Wall St. Rank hold IEV as of Q1 2017.

  • MassMutual Private Wealth & Trust reported no remaining iShares Europe ETF position as of Q1 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 580 iShares Europe ETF shares in Q1 2017, an estimated $22.5K.
  • MassMutual Private Wealth & Trust first reported a position in iShares Europe ETF in Q4 2015 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's iShares Europe ETF position peaked at $23.3K in Q4 2015.
  • 172 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2017, filed 2 May 2017.