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Insight Wealth Strategies’s iShares Europe ETF IEV Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-15,966
Closed -$832K – 172
2021
Q3 		$832K Buy
15,966
+85
+0.5% +$4.6K 0.12% 119
2021
Q2 		$846K Buy
+15,881
New +$851K 0.12% 114
2020
Q2 		– Sell
-21,398
Closed -$756K – 174
2020
Q1 		$756K Buy
+21,398
New +$910K 0.2% 47
2019
Q4 		– Sell
-19,996
Closed -$865K – 202
2019
Q3 		$865K Buy
+19,996
New +$858K 0.2% 80

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's IEV Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares Europe ETF (IEV) in Q4 2021, closing a stake of 15,966 shares — an estimated $832K sold.

Insight Wealth Strategies first reported a position in IEV in Q3 2019 and held it in 4 quarters. The position peaked at $865K in Q3 2019. 159 funds tracked by Wall St. Rank hold IEV as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares Europe ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 15,966 iShares Europe ETF shares in Q4 2021, an estimated $832K.
  • Insight Wealth Strategies first reported a position in iShares Europe ETF in Q3 2019 and held it in 4 quarters.
  • Insight Wealth Strategies's iShares Europe ETF position peaked at $865K in Q3 2019.
  • 159 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.