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Ullmann Wealth Partners Group’s iShares Europe ETF IEV Stock Holding History

Ullmann Wealth Partners 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
2017
Q3 		– Sell
-362
Closed -$16K – 82
2017
Q2 		$16K Hold
362
– – 0.01% 127
2017
Q1 		$15K Buy
+362
New +$14.6K 0.01% 121

Other funds holding IEV

DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Ullmann Wealth Partners Group's IEV Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of iShares Europe ETF (IEV) in Q3 2017, closing a stake of 362 shares — an estimated $16K sold.

Ullmann Wealth Partners Group first reported a position in IEV in Q1 2017 and held it in 2 quarters. The position peaked at $16K in Q2 2017. 183 funds tracked by Wall St. Rank hold IEV as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining iShares Europe ETF position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 362 iShares Europe ETF shares in Q3 2017, an estimated $16K.
  • Ullmann Wealth Partners Group first reported a position in iShares Europe ETF in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's iShares Europe ETF position peaked at $16K in Q2 2017.
  • 183 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.