Joseph P. Lucia & Associates’s iShares Europe ETF IEV Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-235	Closed	-$10K	–	244
2022 Q2	$10K	Hold	235	–	–	0.01%	304
2022 Q1	$12K	Buy	+235	New	+$12.1K	0.01%	305
2021 Q4	–	Sell	-235	Closed	-$12K	–	310
2021 Q3	$12K	Hold	235	–	–	0.01%	358
2021 Q2	$13K	Hold	235	–	–	0.01%	364
2021 Q1	$12K	Sell	235 -33	-12%	-$1.63K	0.01%	344
2020 Q4	$13K	Buy	+268	New	+$12K	0.01%	307
2020 Q3	–	Sell	-50	Closed	-$2K	–	241
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	434
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	395
2019 Q4	$2K	Sell	50 -150	-75%	-$6.74K	﹤0.01%	407
2019 Q3	$9K	Hold	200	–	–	0.01%	320
2019 Q2	$9K	Hold	200	–	–	0.01%	313
2019 Q1	$8.9K	Buy	+200	New	+$8.4K	0.02%	233

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 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

Joseph P. Lucia & Associates's IEV Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares Europe ETF (IEV) in Q3 2022, closing a stake of 235 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in IEV in Q1 2019 and held it in 12 quarters. The position peaked at $13K in Q2 2021. 164 funds tracked by Wall St. Rank hold IEV as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining iShares Europe ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 235 iShares Europe ETF shares in Q3 2022, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in iShares Europe ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's iShares Europe ETF position peaked at $13K in Q2 2021.
164 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.