Convergent Wealth Advisors »

iShares S&P Europe 350 Index shares owned by Convergent Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Europe 350 Index (IEV) shares owned by Convergent Wealth Advisors from 13F filings

Historical chart of Convergent Wealth Advisors investment in iShares S&P Europe 350 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Europe 350 Index held by Convergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Europe 350 Index by Convergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-09-30 $215k 5.4k 39.73
2015-06-30 $237k 5.4k 43.80
2015-03-31 $479k 11k 44.26

More positions owned by Convergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Y Tr Bd Etf (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Na Nat Res (IGE)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-finl (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Convergent Wealth Advisors

Top funds holding iShares S&P Europe 350 Index

Jpmorgan Chase & Co
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Flow Traders US
UBS Group
Checchi Capital Advisers
Royal Bank of Canada
Bank of America Corporation
Wells Fargo & Company
Willis Johnson & Associates
Wealthsource Partners
Citadel Advisors
One Wealth Advisors
Jane Street
KM Capital Management
Barry Investment Advisors

View all funds holding iShares S&P Europe 350 Index