CFM Wealth Partners’s iShares Europe ETF IEV Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-2,235	Closed	-$90K	–	299
2020 Q2	$90K	Hold	2,235	–	–	0.03%	212
2020 Q1	$79K	Buy	2,235 +161	+8%	+$6.85K	0.04%	218
2019 Q4	$98K	Buy	+2,074	New	+$93.2K	0.04%	210

Other funds holding IEV

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

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

CFM Wealth Partners's IEV Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Europe ETF (IEV) in Q3 2020, closing a stake of 2,235 shares — an estimated $90K sold.

CFM Wealth Partners first reported a position in IEV in Q4 2019 and held it in 3 quarters. The position peaked at $98K in Q4 2019. 131 funds tracked by Wall St. Rank hold IEV as of Q3 2020.

CFM Wealth Partners reported no remaining iShares Europe ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 2,235 iShares Europe ETF shares in Q3 2020, an estimated $90K.
CFM Wealth Partners first reported a position in iShares Europe ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's iShares Europe ETF position peaked at $98K in Q4 2019.
131 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.