Linscomb Wealth’s iShares Europe ETF IEV Stock Holding History

Linscomb Wealth’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	-5,008	Closed	-$214K	–	290
2022 Q2	$214K	Sell	5,008 -593	-11%	-$27.7K	0.01%	277
2022 Q1	$282K	Buy	+5,601	New	+$288K	0.01%	298
2021 Q2	–	Sell	-2,430	Closed	-$122K	–	343
2021 Q1	$122K	Buy	+2,430	New	+$120K	0.01%	325

Other funds holding IEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Linscomb Wealth's IEV Position: Q3 2022 in Review

Linscomb Wealth sold out of iShares Europe ETF (IEV) in Q3 2022, closing a stake of 5,008 shares — an estimated $214K sold.

Linscomb Wealth first reported a position in IEV in Q1 2021 and held it in 3 quarters. The position peaked at $282K in Q1 2022. 164 funds tracked by Wall St. Rank hold IEV as of Q3 2022.

Linscomb Wealth reported no remaining iShares Europe ETF position as of Q3 2022 after selling out during the quarter.
Linscomb Wealth sold 5,008 iShares Europe ETF shares in Q3 2022, an estimated $214K.
Linscomb Wealth first reported a position in iShares Europe ETF in Q1 2021 and held it in 3 quarters.
Linscomb Wealth's iShares Europe ETF position peaked at $282K in Q1 2022.
164 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2022.

Based on Linscomb Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.