Goodwin Investment Advisory’s iShares Europe ETF IEV Stock Holding History

Goodwin Investment Advisory’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	-1,188	Closed	-$56.7K	–	77
2023 Q3	$56.7K	Hold	1,188	–	–	0.03%	63
2023 Q2	$60K	Sell	1,188 -1,139	-49%	-$58K	0.04%	59
2023 Q1	$116K	Sell	2,327 -228	-9%	-$11.1K	0.08%	54
2022 Q4	$116K	Sell	2,555 -701	-22%	-$30.2K	0.08%	56
2022 Q3	$123K	Sell	3,256 -5,645	-63%	-$239K	0.09%	55
2022 Q2	$380K	Buy	+8,901	New	+$416K	0.29%	30

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

Goodwin Investment Advisory's IEV Position: Q4 2023 in Review

Goodwin Investment Advisory sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 1,188 shares — an estimated $56.7K sold.

Goodwin Investment Advisory first reported a position in IEV in Q2 2022 and held it in 6 quarters. The position peaked at $380K in Q2 2022. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

Goodwin Investment Advisory reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 1,188 iShares Europe ETF shares in Q4 2023, an estimated $56.7K.
Goodwin Investment Advisory first reported a position in iShares Europe ETF in Q2 2022 and held it in 6 quarters.
Goodwin Investment Advisory's iShares Europe ETF position peaked at $380K in Q2 2022.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Goodwin Investment Advisory's 13F filing for Q4 2023, filed 31 Jan 2024.