Tiedemann Trust’s iShares Europe ETF IEV Stock Holding History

Tiedemann Trust’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
2015 Q1	–	Sell	-16,411	Closed	-$697K	–	59
2014 Q4	$697K	Hold	16,411	–	–	0.06%	45
2014 Q3	$739K	Hold	16,411	–	–	0.07%	59
2014 Q2	$797K	Hold	16,411	–	–	0.08%	60
2014 Q1	$792K	Hold	16,411	–	–	0.09%	62
2013 Q4	$778K	Hold	16,411	–	–	0.12%	53
2013 Q3	$724K	Hold	16,411	–	–	0.12%	40
2013 Q2	$635K	Buy	+16,411	New	+$673K	0.11%	58

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tiedemann Trust's IEV Position: Q1 2015 in Review

Tiedemann Trust sold out of iShares Europe ETF (IEV) in Q1 2015, closing a stake of 16,411 shares — an estimated $697K sold.

Tiedemann Trust first reported a position in IEV in Q2 2013 and held it in 7 quarters. The position peaked at $797K in Q2 2014. 160 funds tracked by Wall St. Rank hold IEV as of Q1 2015.

Tiedemann Trust reported no remaining iShares Europe ETF position as of Q1 2015 after selling out during the quarter.
Tiedemann Trust sold 16,411 iShares Europe ETF shares in Q1 2015, an estimated $697K.
Tiedemann Trust first reported a position in iShares Europe ETF in Q2 2013 and held it in 7 quarters.
Tiedemann Trust's iShares Europe ETF position peaked at $797K in Q2 2014.
160 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2015.

Based on Tiedemann Trust's 13F filing for Q1 2015, filed 12 May 2015.