EWA
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Exencial Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Exencial 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
2021
Q3 		– Sell
-54,885
Closed -$2.92M – 383
2021
Q2 		$2.92M Hold
54,885
– – 0.16% 151
2021
Q1 		$2.76M Hold
54,885
– – 0.16% 152
2020
Q4 		$2.63M Sell
54,885
-200
-0.4% -$8.98K 0.18% 137
2020
Q3 		$2.31M Hold
55,085
– – 0.12% 164
2020
Q2 		$2.23M Sell
55,085
-10,765
-16% -$410K 0.19% 132
2020
Q1 		$2.33M Buy
65,850
+53,230
+422% +$2.26M 0.42% 77
2019
Q4 		$593K Hold
12,620
– – 0.1% 160
2019
Q3 		$546K Hold
12,620
– – 0.12% 143
2019
Q2 		$556K Sell
12,620
-200
-2% -$8.8K 0.13% 133
2019
Q1 		$556K Buy
+12,820
New +$538K 0.13% 134

Other funds holding IEV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return