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Evolution Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Evolution Wealth Advisors’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
2019
Q4 		– Sell
-1,571
Closed -$68K – 653
2019
Q3 		$68K Buy
+1,571
New +$67.4K 0.03% 47

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evolution Wealth Advisors's IEV Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of iShares Europe ETF (IEV) in Q4 2019, closing a stake of 1,571 shares — an estimated $68K sold.

Evolution Wealth Advisors first reported a position in IEV in Q3 2019 and held it in 1 quarter. The position peaked at $68K in Q3 2019. 173 funds tracked by Wall St. Rank hold IEV as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining iShares Europe ETF position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,571 iShares Europe ETF shares in Q4 2019, an estimated $68K.
  • Evolution Wealth Advisors first reported a position in iShares Europe ETF in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares Europe ETF position peaked at $68K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.