Realta Investment Advisors’s iShares Europe ETF IEV Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-535	Closed	-$29.3K	–	537
2024 Q2	$29.3K	Hold	535	–	–	0.01%	584
2024 Q1	$29.8K	Buy	+535	New	+$28.5K	0.01%	603
2023 Q4	–	Sell	-774	Closed	-$39.1K	–	585
2023 Q3	$39.1K	Hold	774	–	–	0.01%	550
2023 Q2	$39.1K	Buy	+774	New	+$39.4K	0.01%	582
2023 Q1	–	Sell	-592	Closed	-$26.8K	–	595
2022 Q4	$26.8K	Hold	592	–	–	0.01%	619
2022 Q3	$22K	Buy	+592	New	+$25K	0.01%	612
2020 Q1	–	Sell	-1,019	Closed	-$48K	–	805
2019 Q4	$48K	Sell	1,019 -2,643	-72%	-$119K	0.01%	675
2019 Q3	$157K	Hold	3,662	–	–	0.04%	384
2019 Q2	$165K	Sell	3,662 -3,388	-48%	-$149K	0.05%	373
2019 Q1	$307K	Buy	+7,050	New	+$296K	0.14%	199

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

WJA

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

Realta Investment Advisors's IEV Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Europe ETF (IEV) in Q3 2024, closing a stake of 535 shares — an estimated $29.3K sold.

Realta Investment Advisors first reported a position in IEV in Q1 2019 and held it in 10 quarters. The position peaked at $307K in Q1 2019. 233 funds tracked by Wall St. Rank hold IEV as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Europe ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 535 iShares Europe ETF shares in Q3 2024, an estimated $29.3K.
Realta Investment Advisors first reported a position in iShares Europe ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Europe ETF position peaked at $307K in Q1 2019.
233 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.