BEW
IEV icon

Burton Enright Welch’s iShares Europe ETF IEV Stock Holding History

Burton Enright Welch’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
Q2 		– Sell
-4,208
Closed -$210K – 75
2023
Q1 		$210K Sell
4,208
-1,303
-24% -$63.6K 0.08% 63
2022
Q4 		$250K Sell
5,511
-7
-0.1% -$302 0.1% 60
2022
Q3 		$208K Sell
5,518
-1,878
-25% -$79.4K 0.1% 57
2022
Q2 		$316K Hold
7,396
– – 0.19% 47
2022
Q1 		$372K Hold
7,396
– – 0.21% 44
2021
Q4 		$402K Buy
+7,396
New +$398K 0.27% 41

Other funds holding IEV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $1.47T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return