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Next Financial Group’s iShares Europe ETF IEV Stock Holding History

Next Financial Group’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 		– Sell
-329
Closed -$12K – 1185
2020
Q1 		$12K Buy
329
+25
+8% +$1.06K ﹤0.01% 1465
2019
Q4 		$14K Hold
304
– – ﹤0.01% 1643
2019
Q3 		$13K Hold
304
– – ﹤0.01% 1608
2019
Q2 		$13K Buy
+304
New +$13.4K ﹤0.01% 1599
2019
Q1 		– Sell
-301
Closed -$12K – 1853
2018
Q4 		$12K Hold
301
– – ﹤0.01% 1278
2018
Q3 		$14K Buy
+301
New +$13.6K 0.01% 893
2017
Q4 		– Sell
-1,335
Closed -$63K – 775
2017
Q3 		$63K Buy
1,335
+201
+18% +$9.15K 0.02% 637
2017
Q2 		$50K Hold
1,134
– – 0.01% 787
2017
Q1 		$49K Buy
1,134
+933
+464% +$37.6K 0.01% 733
2016
Q4 		$8K Hold
201
– – ﹤0.01% 1741
2016
Q3 		$8K Buy
+201
New +$7.8K ﹤0.01% 1751
2016
Q2 		– Sell
-292
Closed -$11K – 1792
2016
Q1 		$11K Hold
292
– – ﹤0.01% 1130
2015
Q4 		$11K Buy
292
+110
+60% +$4.55K ﹤0.01% 1140
2015
Q3 		$7K Hold
182
– – ﹤0.01% 1321
2015
Q2 		$7K Hold
182
– – ﹤0.01% 1377
2015
Q1 		$8K Sell
182
-70
-28% -$3.06K ﹤0.01% 1335
2014
Q4 		$11K Sell
252
-500
-66% -$21.8K ﹤0.01% 1212
2014
Q3 		$34K Buy
+752
New +$35.2K 0.01% 1146

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Next Financial Group's IEV Position: Q2 2020 in Review

Next Financial Group sold out of iShares Europe ETF (IEV) in Q2 2020, closing a stake of 329 shares — an estimated $12K sold.

Next Financial Group first reported a position in IEV in Q3 2014 and held it in 18 quarters. The position peaked at $63K in Q3 2017. 134 funds tracked by Wall St. Rank hold IEV as of Q2 2020.

  • Next Financial Group reported no remaining iShares Europe ETF position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 329 iShares Europe ETF shares in Q2 2020, an estimated $12K.
  • Next Financial Group first reported a position in iShares Europe ETF in Q3 2014 and held it in 18 quarters.
  • Next Financial Group's iShares Europe ETF position peaked at $63K in Q3 2017.
  • 134 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.