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WFG Advisors’s iShares Europe ETF IEV Stock Holding History

WFG 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
2016
Q1 		– Sell
-1,060
Closed -$43K – 1597
2015
Q4 		$43K Sell
1,060
-422
-28% -$17.5K 0.01% 705
2015
Q3 		$59K Hold
1,482
– – 0.02% 595
2015
Q2 		$65K Sell
1,482
-178
-11% -$8.2K 0.02% 649
2015
Q1 		$74K Hold
1,660
– – 0.02% 621
2014
Q4 		$71K Sell
1,660
-196
-11% -$8.54K 0.01% 752
2014
Q3 		$84K Buy
1,856
+50
+3% +$2.34K 0.02% 724
2014
Q2 		$88K Buy
1,806
+400
+28% +$19.7K 0.02% 701
2014
Q1 		$68K Hold
1,406
– – 0.01% 779
2013
Q4 		$67K Sell
1,406
-988
-41% -$45K 0.01% 889
2013
Q3 		$106K Sell
2,394
-436
-15% -$18.4K 0.02% 689
2013
Q2 		$110K Buy
+2,830
New +$116K 0.02% 632

Other funds holding IEV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's IEV Position: Q1 2016 in Review

WFG Advisors sold out of iShares Europe ETF (IEV) in Q1 2016, closing a stake of 1,060 shares — an estimated $43K sold.

WFG Advisors first reported a position in IEV in Q2 2013 and held it in 11 quarters. The position peaked at $110K in Q2 2013. 172 funds tracked by Wall St. Rank hold IEV as of Q1 2016.

  • WFG Advisors reported no remaining iShares Europe ETF position as of Q1 2016 after selling out during the quarter.
  • WFG Advisors sold 1,060 iShares Europe ETF shares in Q1 2016, an estimated $43K.
  • WFG Advisors first reported a position in iShares Europe ETF in Q2 2013 and held it in 11 quarters.
  • WFG Advisors's iShares Europe ETF position peaked at $110K in Q2 2013.
  • 172 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.