UCFA
IEV icon

United Capital Financial Advisors’s iShares Europe ETF IEV Stock Holding History

United Capital 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
2019
Q3 		– Sell
-6,110
Closed -$269K – 1393
2019
Q2 		$269K Sell
6,110
-3,935
-39% -$173K ﹤0.01% 1260
2019
Q1 		$436K Sell
10,045
-5,399
-35% -$227K ﹤0.01% 1024
2018
Q4 		$604K Sell
15,444
-33,916
-69% -$1.41M ﹤0.01% 857
2018
Q3 		$2.23M Sell
49,360
-74,612
-60% -$3.37M 0.02% 588
2018
Q2 		$5.54M Sell
123,972
-8,237
-6% -$387K 0.04% 400
2018
Q1 		$6.17M Sell
132,209
-708
-0.5% -$33.9K 0.05% 375
2017
Q4 		$6.28M Buy
132,917
+16,778
+14% +$787K 0.05% 373
2017
Q3 		$5.44M Buy
116,139
+9,007
+8% +$410K 0.05% 375
2017
Q2 		$4.75M Buy
107,132
+12,555
+13% +$553K 0.04% 387
2017
Q1 		$3.96M Buy
94,577
+53,672
+131% +$2.17M 0.04% 416
2016
Q4 		$1.59M Buy
+40,905
New +$1.56M 0.02% 618
2015
Q3 		– Sell
-68,613
Closed -$3M – 1280
2015
Q2 		$3M Buy
+68,613
New +$3.16M 0.03% 482
2015
Q1 		– Sell
-7,229
Closed -$307K – 1250
2014
Q4 		$307K Sell
7,229
-3,852
-35% -$168K ﹤0.01% 951
2014
Q3 		$500K Buy
+11,081
New +$519K 0.01% 796

Other funds holding IEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

United Capital Financial Advisors's IEV Position: Q3 2019 in Review

United Capital Financial Advisors sold out of iShares Europe ETF (IEV) in Q3 2019, closing a stake of 6,110 shares — an estimated $269K sold.

United Capital Financial Advisors first reported a position in IEV in Q3 2014 and held it in 14 quarters. The position peaked at $6.28M in Q4 2017. 154 funds tracked by Wall St. Rank hold IEV as of Q3 2019.

  • United Capital Financial Advisors reported no remaining iShares Europe ETF position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,110 iShares Europe ETF shares in Q3 2019, an estimated $269K.
  • United Capital Financial Advisors first reported a position in iShares Europe ETF in Q3 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's iShares Europe ETF position peaked at $6.28M in Q4 2017.
  • 154 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.