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Atlas Private Wealth Management’s iShares Europe ETF IEV Stock Holding History

Atlas Private Wealth Management’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
2022
Q3 		– Sell
-14,347
Closed -$613K – 108
2022
Q2 		$613K Buy
14,347
+545
+4% +$25.5K 0.42% 77
2022
Q1 		$693K Sell
13,802
-229
-2% -$11.8K 0.4% 78
2021
Q4 		$763K Buy
14,031
+283
+2% +$15.2K 0.43% 71
2021
Q3 		$717K Buy
13,748
+1,982
+17% +$107K 0.44% 71
2021
Q2 		$627K Sell
11,766
-23
-0.2% -$1.23K 0.39% 76
2021
Q1 		$592K Buy
11,789
+5,351
+83% +$264K 0.38% 70
2020
Q4 		$309K Buy
6,438
+538
+9% +$24.2K 0.22% 93
2020
Q3 		$247K Buy
5,900
+71
+1% +$3.03K 0.19% 98
2020
Q2 		$235K Sell
5,829
-875
-13% -$33.3K 0.19% 100
2020
Q1 		$237K Sell
6,704
-55
-0.8% -$2.34K 0.22% 96
2019
Q4 		$317K Buy
+6,759
New +$304K 0.24% 96

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Management's IEV Position: Q3 2022 in Review

Atlas Private Wealth Management sold out of iShares Europe ETF (IEV) in Q3 2022, closing a stake of 14,347 shares — an estimated $613K sold.

Atlas Private Wealth Management first reported a position in IEV in Q4 2019 and held it in 11 quarters. The position peaked at $763K in Q4 2021. 164 funds tracked by Wall St. Rank hold IEV as of Q3 2022.

  • Atlas Private Wealth Management reported no remaining iShares Europe ETF position as of Q3 2022 after selling out during the quarter.
  • Atlas Private Wealth Management sold 14,347 iShares Europe ETF shares in Q3 2022, an estimated $613K.
  • Atlas Private Wealth Management first reported a position in iShares Europe ETF in Q4 2019 and held it in 11 quarters.
  • Atlas Private Wealth Management's iShares Europe ETF position peaked at $763K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2022.

Based on Atlas Private Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.