Ropes Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-2,634	Closed	-$126K	–	493
2020 Q4	$126K	Buy	+2,634	New	+$118K	0.02%	284
2019 Q2	–	Sell	-439	Closed	-$19K	–	568
2019 Q1	$19K	Hold	439	–	–	0.01%	411
2018 Q4	$17K	Sell	439 -2,246	-84%	-$93.1K	﹤0.01%	393
2018 Q3	$121K	Hold	2,685	–	–	0.03%	262
2018 Q2	$120K	Hold	2,685	–	–	0.03%	268
2018 Q1	$125K	Hold	2,685	–	–	0.03%	253
2017 Q4	$127K	Hold	2,685	–	–	0.03%	251
2017 Q3	$126K	Buy	2,685 +1,845	+220%	+$84K	0.03%	251
2017 Q2	$37K	Hold	840	–	–	0.01%	359
2017 Q1	$35K	Hold	840	–	–	0.01%	363
2016 Q4	$33K	Hold	840	–	–	0.01%	358
2016 Q3	$33K	Hold	840	–	–	0.01%	313
2016 Q2	$32K	Hold	840	–	–	0.01%	302
2016 Q1	$33K	Hold	840	–	–	0.01%	248
2015 Q4	$34K	Hold	840	–	–	0.02%	268
2015 Q3	$33K	Sell	840 -841	-50%	-$36K	0.02%	288
2015 Q2	$74K	Hold	1,681	–	–	0.04%	171
2015 Q1	$74K	Buy	+1,681	New	+$73.5K	0.04%	173

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ropes Wealth Advisors's IEV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Europe ETF (IEV) in Q1 2021, closing a stake of 2,634 shares — an estimated $126K sold.

Ropes Wealth Advisors first reported a position in IEV in Q1 2015 and held it in 18 quarters. The position peaked at $127K in Q4 2017. 140 funds tracked by Wall St. Rank hold IEV as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares Europe ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 2,634 iShares Europe ETF shares in Q1 2021, an estimated $126K.
Ropes Wealth Advisors first reported a position in iShares Europe ETF in Q1 2015 and held it in 18 quarters.
Ropes Wealth Advisors's iShares Europe ETF position peaked at $127K in Q4 2017.
140 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.