EWM
IEV icon

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

Executive 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
2019
Q3 		– Sell
-211
Closed -$9K – 431
2019
Q2 		$9K Hold
211
– – ﹤0.01% 634
2019
Q1 		$9K Hold
211
– – ﹤0.01% 574
2018
Q4 		$8K Buy
+211
New +$8.74K ﹤0.01% 608

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Executive Wealth Management's IEV Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Europe ETF (IEV) in Q3 2019, closing a stake of 211 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in IEV in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 154 funds tracked by Wall St. Rank hold IEV as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Europe ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 211 iShares Europe ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in iShares Europe ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Europe ETF position peaked at $9K in Q2 2019.
  • 154 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.