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Baystate Wealth Management’s iShares Europe ETF IEV Stock Holding History

Baystate 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
2023
Q4 		$61.4K Buy
1,161
+403
+53% +$19.8K ﹤0.01% 348
2023
Q3 		$36.2K Buy
758
+634
+511% +$31.6K ﹤0.01% 384
2023
Q2 		$6.27K Buy
+124
New +$6.31K ﹤0.01% 658
2019
Q1 		– Sell
-87
Closed -$4K – 686
2018
Q4 		$4K Buy
+87
New +$3.6K ﹤0.01% 455

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baystate Wealth Management's IEV Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Europe ETF (IEV) stake by 53% in Q4 2023, buying an estimated $19.8K and bringing the position to 1,161 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Baystate Wealth Management first reported a position in IEV in Q4 2018 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

  • Baystate Wealth Management held 1,161 shares of iShares Europe ETF worth $61.4K as of Q4 2023.
  • Baystate Wealth Management bought 403 iShares Europe ETF shares in Q4 2023, an estimated $19.8K.
  • iShares Europe ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #348 holding.
  • Baystate Wealth Management first reported a position in iShares Europe ETF in Q4 2018 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.