EverSource Wealth Advisors’s iShares Europe ETF IEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
5,340
-9
| -0.2% | -$569 | 0.02% | 617 |
|
|
2025
Q1 | $311K | Sell |
5,349
-1,170
| -18% | -$68.1K | 0.02% | 514 |
|
|
2024
Q4 | $339K | Buy |
6,519
+294
| +5% | +$15.3K | 0.02% | 469 |
|
|
2024
Q3 | $363K | Buy |
6,225
+629
| +11% | +$36.7K | 0.02% | 393 |
|
|
2024
Q2 | $313K | Hold |
5,596
| – | – | 0.02% | 426 |
|
|
2024
Q1 | $304K | Sell |
5,596
-266
| -5% | -$14.5K | 0.02% | 371 |
|
|
2023
Q4 | $310K | Sell |
5,862
-1,109
| -16% | -$58.6K | 0.03% | 332 |
|
|
2023
Q3 | $333K | Sell |
6,971
-297
| -4% | -$14.2K | 0.04% | 284 |
|
|
2023
Q2 | $367K | Sell |
7,268
-519
| -7% | -$26.2K | 0.04% | 275 |
|
|
2023
Q1 | $390K | Sell |
7,787
-370
| -5% | -$18.5K | 0.05% | 257 |
|
|
2022
Q4 | $369K | Sell |
8,157
-677
| -8% | -$30.7K | 0.06% | 241 |
|
|
2022
Q3 | $333K | Buy |
8,834
+7,305
| +478% | +$275K | 0.08% | 226 |
|
|
2022
Q2 | $65K | Buy |
+1,529
| New | +$65K | 0.02% | 526 |
|