Oak Harbor Wealth Partners’s iShares Europe ETF IEV Stock Holding History

Oak Harbor Wealth 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	-464	Closed	-$22.1K	–	232
2023 Q3	$22.1K	Sell	464 -271	-37%	-$13.5K	0.01%	199
2023 Q2	$37.1K	Hold	735	–	–	0.01%	198
2023 Q1	$36.8K	Hold	735	–	–	0.01%	192
2022 Q4	$33.3K	Sell	735 -2,000	-73%	-$86.2K	0.01%	190
2022 Q3	$103K	Hold	2,735	–	–	0.04%	161
2022 Q2	$117K	Sell	2,735 -1,486	-35%	-$69.4K	0.05%	161
2022 Q1	$212K	Hold	4,221	–	–	0.07%	158
2021 Q4	$230K	Buy	+4,221	New	+$227K	0.08%	154

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

Oak Harbor Wealth Partners's IEV Position: Q4 2023 in Review

Oak Harbor Wealth Partners sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 464 shares — an estimated $22.1K sold.

Oak Harbor Wealth Partners first reported a position in IEV in Q4 2021 and held it in 8 quarters. The position peaked at $230K in Q4 2021. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

Oak Harbor Wealth Partners reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
Oak Harbor Wealth Partners sold 464 iShares Europe ETF shares in Q4 2023, an estimated $22.1K.
Oak Harbor Wealth Partners first reported a position in iShares Europe ETF in Q4 2021 and held it in 8 quarters.
Oak Harbor Wealth Partners's iShares Europe ETF position peaked at $230K in Q4 2021.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Oak Harbor Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.