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

Castle 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
Q4 		– Sell
-250
Closed -$9K – 345
2022
Q3 		$9K Hold
250
– – 0.01% 431
2022
Q2 		$11K Buy
+250
New +$11.7K 0.01% 388

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Castle Wealth Management's IEV Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2022, closing a stake of 250 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in IEV in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 179 funds tracked by Wall St. Rank hold IEV as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares Europe ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 250 iShares Europe ETF shares in Q4 2022, an estimated $9K.
  • Castle Wealth Management first reported a position in iShares Europe ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares Europe ETF position peaked at $11K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.