HM Payson & Co’s iShares Europe ETF IEV Stock Holding History

HM Payson & Co’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	-50	Closed	-$2.39K	–	997
2023 Q3	$2.39K	Hold	50	–	–	﹤0.01%	922
2023 Q2	$2.53K	Hold	50	–	–	﹤0.01%	901
2023 Q1	$2.5K	Hold	50	–	–	﹤0.01%	905
2022 Q4	$2.26K	Hold	50	–	–	﹤0.01%	850
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	917
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	960
2022 Q1	$3K	Buy	+50	New	+$2.57K	﹤0.01%	947
2021 Q2	–	Sell	-50	Closed	-$3K	–	1125
2021 Q1	$3K	Buy	+50	New	+$2.47K	﹤0.01%	1002

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

HM Payson & Co's IEV Position: Q4 2023 in Review

HM Payson & Co sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 50 shares — an estimated $2.39K sold.

HM Payson & Co first reported a position in IEV in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

HM Payson & Co reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
HM Payson & Co sold 50 iShares Europe ETF shares in Q4 2023, an estimated $2.39K.
HM Payson & Co first reported a position in iShares Europe ETF in Q1 2021 and held it in 8 quarters.
HM Payson & Co's iShares Europe ETF position peaked at $3K in Q1 2022.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.