James Hambro & Partners’s iShares Europe ETF IEV Stock Holding History

James Hambro & Partners’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	-9,700	Closed	-$463K	–	55
2023 Q3	$463K	Hold	9,700	–	–	0.03%	41
2023 Q2	$490K	Hold	9,700	–	–	0.03%	45
2023 Q1	$485K	Hold	9,700	–	–	0.04%	45
2022 Q4	$440K	Sell	9,700 -1,088	-10%	-$46.9K	0.03%	48
2022 Q3	$448K	Buy	+10,788	New	+$456K	0.04%	47

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

James Hambro & Partners's IEV Position: Q4 2023 in Review

James Hambro & Partners sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 9,700 shares — an estimated $463K sold.

James Hambro & Partners first reported a position in IEV in Q3 2022 and held it in 5 quarters. The position peaked at $490K in Q2 2023. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

James Hambro & Partners reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
James Hambro & Partners sold 9,700 iShares Europe ETF shares in Q4 2023, an estimated $463K.
James Hambro & Partners first reported a position in iShares Europe ETF in Q3 2022 and held it in 5 quarters.
James Hambro & Partners's iShares Europe ETF position peaked at $490K in Q2 2023.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on James Hambro & Partners's 13F filing for Q4 2023, filed 19 Jan 2024.