MWM
IEV icon

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

Merriman 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
2014
Q1 		– Sell
-90,416
Closed -$4.29M – 67
2013
Q4 		$4.29M Sell
90,416
-2,678
-3% -$122K 1.82% 22
2013
Q3 		$4.11M Buy
+93,094
New +$3.92M 2.15% 20

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Merriman Wealth Management's IEV Position: Q1 2014 in Review

Merriman Wealth Management sold out of iShares Europe ETF (IEV) in Q1 2014, closing a stake of 90,416 shares — an estimated $4.29M sold.

Merriman Wealth Management first reported a position in IEV in Q3 2013 and held it in 2 quarters. The position peaked at $4.29M in Q4 2013. 151 funds tracked by Wall St. Rank hold IEV as of Q1 2014.

  • Merriman Wealth Management reported no remaining iShares Europe ETF position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 90,416 iShares Europe ETF shares in Q1 2014, an estimated $4.29M.
  • Merriman Wealth Management first reported a position in iShares Europe ETF in Q3 2013 and held it in 2 quarters.
  • Merriman Wealth Management's iShares Europe ETF position peaked at $4.29M in Q4 2013.
  • 151 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.