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Consilium Wealth Advisory’s iShares Europe ETF IEV Stock Holding History

Consilium Wealth Advisory’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
Q2 		– Sell
-32,975
Closed -$1.66M – 79
2022
Q1 		$1.66M Buy
+32,975
New +$1.7M 1.19% 20

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Consilium Wealth Advisory's IEV Position: Q2 2022 in Review

Consilium Wealth Advisory sold out of iShares Europe ETF (IEV) in Q2 2022, closing a stake of 32,975 shares — an estimated $1.66M sold.

Consilium Wealth Advisory first reported a position in IEV in Q1 2022 and held it in 1 quarter. The position peaked at $1.66M in Q1 2022. 162 funds tracked by Wall St. Rank hold IEV as of Q2 2022.

  • Consilium Wealth Advisory reported no remaining iShares Europe ETF position as of Q2 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 32,975 iShares Europe ETF shares in Q2 2022, an estimated $1.66M.
  • Consilium Wealth Advisory first reported a position in iShares Europe ETF in Q1 2022 and held it in 1 quarter.
  • Consilium Wealth Advisory's iShares Europe ETF position peaked at $1.66M in Q1 2022.
  • 162 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2022.

Based on Consilium Wealth Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.