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Laurel Wealth Advisors (California)’s iShares Europe ETF IEV Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$317K Sell
7,001
-2,098
-23% -$90.4K 0.03% 490
2022
Q3 		$344K Buy
+9,099
New +$385K 0.04% 444

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IEV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Europe ETF (IEV) stake by 23% in Q4 2022, selling an estimated $90.4K and leaving 7,001 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #490.

Laurel Wealth Advisors (California) first reported a position in IEV in Q3 2022 and has held it in 2 quarters since. The position peaked at $344K in Q3 2022. 179 funds tracked by Wall St. Rank hold IEV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,001 shares of iShares Europe ETF worth $317K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 2,098 iShares Europe ETF shares in Q4 2022, an estimated $90.4K.
  • iShares Europe ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #490 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Europe ETF in Q3 2022 and has held it in 2 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Europe ETF position peaked at $344K in Q3 2022.
  • 179 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.