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Reilly Financial Advisors’s iShares Europe ETF IEV Stock Holding History

Reilly Financial Advisors’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 		– Sell
-100
Closed -$5K – 844
2014
Q2 		$5K Hold
100
– – ﹤0.01% 674
2014
Q1 		$5K Hold
100
– – ﹤0.01% 672
2013
Q4 		$5K Hold
100
– – ﹤0.01% 677
2013
Q3 		$4K Hold
100
– – ﹤0.01% 625
2013
Q2 		$4K Buy
+100
New +$4.1K ﹤0.01% 661

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Reilly Financial Advisors's IEV Position: Q3 2014 in Review

Reilly Financial Advisors sold out of iShares Europe ETF (IEV) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in IEV in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2014. 148 funds tracked by Wall St. Rank hold IEV as of Q3 2014.

  • Reilly Financial Advisors reported no remaining iShares Europe ETF position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 iShares Europe ETF shares in Q3 2014, an estimated $5K.
  • Reilly Financial Advisors first reported a position in iShares Europe ETF in Q2 2013 and held it in 5 quarters.
  • Reilly Financial Advisors's iShares Europe ETF position peaked at $5K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.