Personal CFO Solutions’s iShares Europe ETF IEV Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-4,786	Closed	-$279K	–	533
2024 Q3	$279K	Buy	+4,786	New	+$269K	0.04%	447
2024 Q2	–	Sell	-3,738	Closed	-$208K	–	569
2024 Q1	$208K	Buy	+3,738	New	+$199K	0.03%	514
2023 Q4	–	Sell	-4,657	Closed	-$222K	–	533
2023 Q3	$222K	Sell	4,657 -9	-0.2%	-$449	0.04%	407
2023 Q2	$236K	Buy	4,666 +46	+1%	+$2.34K	0.05%	401
2023 Q1	$231K	Buy	4,620 +22	+0.5%	+$1.07K	0.05%	402
2022 Q4	$208K	Buy	+4,598	New	+$198K	0.04%	412

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal CFO Solutions's IEV Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Europe ETF (IEV) in Q4 2024, closing a stake of 4,786 shares — an estimated $279K sold.

Personal CFO Solutions first reported a position in IEV in Q4 2022 and held it in 6 quarters. The position peaked at $279K in Q3 2024. 236 funds tracked by Wall St. Rank hold IEV as of Q4 2024.

Personal CFO Solutions reported no remaining iShares Europe ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 4,786 iShares Europe ETF shares in Q4 2024, an estimated $279K.
Personal CFO Solutions first reported a position in iShares Europe ETF in Q4 2022 and held it in 6 quarters.
Personal CFO Solutions's iShares Europe ETF position peaked at $279K in Q3 2024.
236 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.