Family Management’s iShares Europe ETF IEV Stock Holding History

Family 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
2023 Q4	–	Sell	-12,313	Closed	-$588K	–	169
2023 Q3	$588K	Hold	12,313	–	–	0.13%	72
2023 Q2	$622K	Buy	+12,313	New	+$627K	0.14%	72

Other funds holding IEV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Family Management's IEV Position: Q4 2023 in Review

Family Management sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 12,313 shares — an estimated $588K sold.

Family Management first reported a position in IEV in Q2 2023 and held it in 2 quarters. The position peaked at $622K in Q2 2023. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

Family Management reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
Family Management sold 12,313 iShares Europe ETF shares in Q4 2023, an estimated $588K.
Family Management first reported a position in iShares Europe ETF in Q2 2023 and held it in 2 quarters.
Family Management's iShares Europe ETF position peaked at $622K in Q2 2023.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Family Management's 13F filing for Q4 2023, filed 14 Feb 2024.