IPG Investment Advisors’s iShares Europe ETF IEV Stock Holding History

IPG Investment Advisors’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	-25,873	Closed	-$1.23M	–	205
2023 Q3	$1.23M	Hold	25,873	–	–	0.27%	64
2023 Q2	$1.31M	Buy	+25,873	New	+$1.32M	0.29%	53
2018 Q4	–	Sell	-6,590	Closed	-$297K	–	161
2018 Q3	$297K	Buy	6,590 +240	+4%	+$10.8K	0.1%	126
2018 Q2	$284K	Hold	6,350	–	–	0.1%	117
2018 Q1	$296K	Hold	6,350	–	–	0.1%	110
2017 Q4	$300K	Hold	6,350	–	–	0.12%	100
2017 Q3	$298K	Hold	6,350	–	–	0.1%	99
2017 Q2	$281K	Hold	6,350	–	–	0.11%	100
2017 Q1	$266K	Hold	6,350	–	–	0.12%	103
2016 Q4	$246K	Hold	6,350	–	–	0.1%	104
2016 Q3	$250K	Hold	6,350	–	–	0.11%	96
2016 Q2	$240K	Sell	6,350 -960	-13%	-$37.7K	0.1%	101
2016 Q1	$286K	Buy	7,310 +535	+8%	+$20.2K	0.13%	82
2015 Q4	$272K	Hold	6,775	–	–	0.13%	88
2015 Q3	$270K	Sell	6,775 -260	-4%	-$11.1K	0.13%	97
2015 Q2	$308K	Hold	7,035	–	–	0.11%	103
2015 Q1	$311K	Sell	7,035 -5,000	-42%	-$219K	0.12%	93
2014 Q4	$512K	Sell	12,035 -6,542	-35%	-$285K	0.2%	64
2014 Q3	$837K	Buy	18,577 +6,302	+51%	+$295K	0.3%	42
2014 Q2	$596K	Buy	12,275 +7,900	+181%	+$390K	0.26%	49
2014 Q1	$211K	Buy	+4,375	New	+$206K	0.1%	69

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

IPG Investment Advisors's IEV Position: Q4 2023 in Review

IPG Investment Advisors sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 25,873 shares — an estimated $1.23M sold.

IPG Investment Advisors first reported a position in IEV in Q1 2014 and held it in 21 quarters. The position peaked at $1.31M in Q2 2023. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

IPG Investment Advisors reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
IPG Investment Advisors sold 25,873 iShares Europe ETF shares in Q4 2023, an estimated $1.23M.
IPG Investment Advisors first reported a position in iShares Europe ETF in Q1 2014 and held it in 21 quarters.
IPG Investment Advisors's iShares Europe ETF position peaked at $1.31M in Q2 2023.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on IPG Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.