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Smith & Howard Wealth Management’s iShares Europe ETF IEV Stock Holding History

Smith & Howard 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
-330
Closed -$16K – 116
2013
Q4 		$16K Hold
330
– – 0.01% 182
2013
Q3 		$15K Buy
+330
New +$13.9K 0.01% 178

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

Smith & Howard Wealth Management's IEV Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares Europe ETF (IEV) in Q1 2014, closing a stake of 330 shares — an estimated $16K sold.

Smith & Howard Wealth Management first reported a position in IEV in Q3 2013 and held it in 2 quarters. The position peaked at $16K in Q4 2013. 151 funds tracked by Wall St. Rank hold IEV as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares Europe ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 330 iShares Europe ETF shares in Q1 2014, an estimated $16K.
  • Smith & Howard Wealth Management first reported a position in iShares Europe ETF in Q3 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iShares Europe ETF position peaked at $16K in Q4 2013.
  • 151 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.