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Provence Wealth Management Group’s iShares Europe ETF IEV Stock Holding History

Provence Wealth Management Group’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 		$35.8K Hold
678
– – 0.02% 232
2023
Q3 		$32.4K Buy
+678
New +$33.8K 0.02% 225

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 $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Provence Wealth Management Group's IEV Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Europe ETF (IEV) position steady in Q4 2023 at 678 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #232.

Provence Wealth Management Group first reported a position in IEV in Q3 2023 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

  • Provence Wealth Management Group held 678 shares of iShares Europe ETF worth $35.8K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Europe ETF share count unchanged in Q4 2023.
  • iShares Europe ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #232 holding.
  • Provence Wealth Management Group first reported a position in iShares Europe ETF in Q3 2023 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.