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

Summit 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	-13,350	Closed	-$472K	–	157
2020 Q1	$472K	Hold	13,350	–	–	0.28%	82
2019 Q4	$627K	Hold	13,350	–	–	0.3%	80
2019 Q3	$578K	Hold	13,350	–	–	0.29%	85
2019 Q2	$588K	Buy	+13,350	New	+$587K	0.27%	89

Other funds holding IEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $13.8B AUM 28.39% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

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

Summit Financial Group sold out of iShares Europe ETF (IEV) in Q2 2020, closing a stake of 13,350 shares — an estimated $472K sold.

Summit Financial Group first reported a position in IEV in Q2 2019 and held it in 4 quarters. The position peaked at $627K in Q4 2019. 134 funds tracked by Wall St. Rank hold IEV as of Q2 2020.

Summit Financial Group reported no remaining iShares Europe ETF position as of Q2 2020 after selling out during the quarter.
Summit Financial Group sold 13,350 iShares Europe ETF shares in Q2 2020, an estimated $472K.
Summit Financial Group first reported a position in iShares Europe ETF in Q2 2019 and held it in 4 quarters.
Summit Financial Group's iShares Europe ETF position peaked at $627K in Q4 2019.
134 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2020.

Based on Summit Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.