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 New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Burton Enright Welch's IEV Position: Q2 2023 in Review

Burton Enright Welch sold out of iShares Europe ETF (IEV) in Q2 2023, closing a stake of 4,208 shares — an estimated $210K sold.

Burton Enright Welch first reported a position in IEV in Q4 2021 and held it in 6 quarters. The position peaked at $402K in Q4 2021. 208 funds tracked by Wall St. Rank hold IEV as of Q2 2023.

Burton Enright Welch reported no remaining iShares Europe ETF position as of Q2 2023 after selling out during the quarter.
Burton Enright Welch sold 4,208 iShares Europe ETF shares in Q2 2023, an estimated $210K.
Burton Enright Welch first reported a position in iShares Europe ETF in Q4 2021 and held it in 6 quarters.
Burton Enright Welch's iShares Europe ETF position peaked at $402K in Q4 2021.
208 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2023.

Based on Burton Enright Welch's 13F filing for Q2 2023, filed 9 Mar 2026.