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JP Morgan Private Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

JP Morgan Private Wealth 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
Q3 		$676K Sell
14,160
-8,428
-37% -$420K ﹤0.01% 1120
2023
Q2 		$1.14M Buy
22,588
+2,830
+14% +$144K 0.01% 727
2023
Q1 		$988K Sell
19,758
-6,206
-24% -$303K ﹤0.01% 1168
2022
Q4 		$1.18M Sell
25,964
-7,505
-22% -$323K ﹤0.01% 1072
2022
Q3 		$1.26M Buy
33,469
+2,541
+8% +$107K ﹤0.01% 1030
2022
Q2 		$1.32M Sell
30,928
-221
-0.7% -$10.3K ﹤0.01% 998
2022
Q1 		$1.56M Buy
31,149
+10,209
+49% +$525K ﹤0.01% 1003
2021
Q4 		$1.14M Buy
20,940
+5,296
+34% +$285K ﹤0.01% 1177
2021
Q3 		$815K Buy
15,644
+319
+2% +$17.3K ﹤0.01% 1301
2021
Q2 		$817K Sell
15,325
-612
-4% -$32.8K ﹤0.01% 1287
2021
Q1 		$801K Sell
15,937
-320
-2% -$15.8K ﹤0.01% 1136
2020
Q4 		$779K Sell
16,257
-4,316
-21% -$194K ﹤0.01% 1100
2020
Q3 		$861K Sell
20,573
-2,011
-9% -$85.9K ﹤0.01% 940
2020
Q2 		$912K Sell
22,584
-2,586
-10% -$98.5K ﹤0.01% 844
2020
Q1 		$889K Sell
25,170
-10,911
-30% -$464K 0.01% 747
2019
Q4 		$1.69M Sell
36,081
-12,481
-26% -$561K 0.01% 645
2019
Q3 		$2.1M Sell
48,562
-14,873
-23% -$638K 0.01% 581
2019
Q2 		$2.8M Sell
63,435
-3,167
-5% -$139K 0.02% 517
2019
Q1 		$2.89M Sell
66,602
-1,978
-3% -$83.1K 0.02% 540
2018
Q4 		$2.68M Sell
68,580
-8,672
-11% -$359K 0.02% 514
2018
Q3 		$3.48M Buy
+77,252
New +$3.49M 0.02% 507
2018
Q1 		– Sell
-2,954,190
Closed -$140M – 1337
2017
Q4 		$140M Buy
2,954,190
+1,501,237
+103% +$70.4M 0.92% 19
2017
Q3 		$68.1M Buy
1,452,953
+14,639
+1% +$667K 0.49% 55
2017
Q2 		$63.7M Buy
1,438,314
+9,548
+0.7% +$420K 0.48% 56
2017
Q1 		$59.8M Sell
1,428,766
-717,224
-33% -$28.9M 0.46% 57
2016
Q4 		$83.3M Sell
2,145,990
-52,363
-2% -$2M 0.72% 32
2016
Q3 		$86.6M Sell
2,198,353
-539,082
-20% -$20.9M 0.81% 28
2016
Q2 		$103M Buy
+2,737,435
New +$107M 1% 16

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IEV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Europe ETF (IEV) stake by 37% in Q3 2023, selling an estimated $420K and leaving 14,160 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

JP Morgan Private Wealth Advisors first reported a position in IEV in Q2 2016 and has held it in 28 quarters since. The position peaked at $140M in Q4 2017. 211 funds tracked by Wall St. Rank hold IEV as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,160 shares of iShares Europe ETF worth $676K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 8,428 iShares Europe ETF shares in Q3 2023, an estimated $420K.
  • iShares Europe ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1120 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Europe ETF in Q2 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Europe ETF position peaked at $140M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.