IWA
Intercontinental Wealth Advisors’s iShares Europe ETF IEV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.91M | Sell |
37,854
-213
| -0.6% | -$10.8K | 0.46% | 36 |
|
2023
Q1 | $1.9M | Sell |
38,067
-2,120
| -5% | -$106K | 0.49% | 33 |
|
2022
Q4 | $1.82M | Sell |
40,187
-23,929
| -37% | -$1.08M | 0.54% | 30 |
|
2022
Q3 | $2.42M | Sell |
64,116
-2,774
| -4% | -$105K | 0.76% | 20 |
|
2022
Q2 | $2.86M | Sell |
66,890
-1,386
| -2% | -$59.2K | 0.77% | 16 |
|
2022
Q1 | $3.43M | Sell |
68,276
-730
| -1% | -$36.7K | 0.78% | 15 |
|
2021
Q4 | $3.75M | Buy |
69,006
+8,580
| +14% | +$467K | 0.79% | 14 |
|
2021
Q3 | $3.15M | Hold |
60,426
| – | – | 0.73% | 15 |
|
2021
Q2 | $3.22M | Sell |
60,426
-895
| -1% | -$47.7K | 0.64% | 15 |
|
2021
Q1 | $3.08M | Sell |
61,321
-12,845
| -17% | -$645K | 0.67% | 16 |
|
2020
Q4 | $3.55M | Sell |
74,166
-7,820
| -10% | -$375K | 0.85% | 14 |
|
2020
Q3 | $3.43M | Sell |
81,986
-6,843
| -8% | -$286K | 1% | 12 |
|
2020
Q2 | $3.59M | Sell |
88,829
-666
| -0.7% | -$26.9K | 1.17% | 11 |
|
2020
Q1 | $3.16M | Buy |
89,495
+43,016
| +93% | +$1.52M | 1.67% | 10 |
|
2019
Q4 | $2.17M | Sell |
46,479
-33,836
| -42% | -$1.58M | 1.81% | 8 |
|
2019
Q3 | $3.48M | Buy |
80,315
+33,088
| +70% | +$1.43M | 2.14% | 6 |
|
2019
Q2 | $2.08M | Buy |
47,227
+17,920
| +61% | +$790K | 1.07% | 15 |
|
2019
Q1 | $1.27M | Sell |
29,307
-1,030
| -3% | -$44.7K | 0.63% | 33 |
|
2018
Q4 | $1.19M | Sell |
30,337
-6,611
| -18% | -$259K | 0.66% | 31 |
|
2018
Q3 | $1.67M | Sell |
36,948
-90
| -0.2% | -$4.06K | 0.83% | 27 |
|
2018
Q2 | $1.66M | Buy |
37,038
+550
| +2% | +$24.6K | 0.92% | 27 |
|
2018
Q1 | $1.7M | Sell |
36,488
-221
| -0.6% | -$10.3K | 0.99% | 26 |
|
2017
Q4 | $1.74M | Buy |
36,709
+744
| +2% | +$35.2K | 0.97% | 27 |
|
2017
Q3 | $1.69M | Buy |
35,965
+6,916
| +24% | +$324K | 1.03% | 25 |
|
2017
Q2 | $1.29M | Buy |
29,049
+5,541
| +24% | +$245K | 0.83% | 30 |
|
2017
Q1 | $984K | Buy |
23,508
+1,643
| +8% | +$68.8K | 0.59% | 41 |
|
2016
Q4 | $849K | Buy |
21,865
+7,200
| +49% | +$280K | 0.55% | 44 |
|
2016
Q3 | $578K | Buy |
14,665
+1,480
| +11% | +$58.3K | 0.41% | 52 |
|
2016
Q2 | $498K | Buy |
13,185
+2,285
| +21% | +$86.3K | 0.37% | 63 |
|
2016
Q1 | $426K | Sell |
10,900
-1,136
| -9% | -$44.4K | 0.32% | 68 |
|
2015
Q4 | $483K | Buy |
+12,036
| New | +$483K | 0.33% | 68 |
|