RPg Family Wealth Advisory’s iShares Europe ETF IEV Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-2,779	Closed	-$140K	–	193
2022 Q1	$140K	Hold	2,779	–	–	0.06%	115
2021 Q4	$151K	Hold	2,779	–	–	0.06%	122
2021 Q3	$145K	Hold	2,779	–	–	0.06%	129
2021 Q2	$148K	Buy	+2,779	New	+$149K	0.06%	135
2020 Q4	$191K	Hold	3,986	–	–	0.09%	118
2020 Q3	$167K	Hold	3,986	–	–	0.09%	117
2020 Q2	$161K	Hold	3,986	–	–	0.1%	117
2020 Q1	$141K	Hold	3,986	–	–	0.11%	96
2019 Q4	$187K	Hold	3,986	–	–	0.11%	104
2019 Q3	$172K	Sell	3,986 -893	-18%	-$38.3K	0.1%	104
2019 Q2	$215K	Hold	4,879	–	–	0.13%	93
2019 Q1	$212K	Sell	4,879 -942	-16%	-$39.6K	0.13%	95
2018 Q4	$228K	Sell	5,821 -1,565	-21%	-$64.9K	0.22%	52
2018 Q3	$333K	Sell	7,386 -1,050	-12%	-$47.4K	0.25%	53
2018 Q2	$377K	Buy	+8,436	New	+$397K	0.29%	50
2017 Q2	–	Sell	-355	Closed	-$14.9K	–	306
2017 Q1	$14.9K	Sell	355 -6,143	-95%	-$248K	0.01%	235
2016 Q4	$252K	Buy	6,498 +1,334	+26%	+$50.9K	0.22%	54
2016 Q3	$203K	Sell	5,164 -3,394	-40%	-$132K	0.14%	59
2016 Q2	$323K	Buy	8,558 +1,606	+23%	+$63K	0.14%	51
2016 Q1	$272K	Buy	+6,952	New	+$262K	0.21%	50

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

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

RPg Family Wealth Advisory's IEV Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iShares Europe ETF (IEV) in Q2 2022, closing a stake of 2,779 shares — an estimated $140K sold.

RPg Family Wealth Advisory first reported a position in IEV in Q1 2016 and held it in 20 quarters. The position peaked at $377K in Q2 2018. 162 funds tracked by Wall St. Rank hold IEV as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iShares Europe ETF position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,779 iShares Europe ETF shares in Q2 2022, an estimated $140K.
RPg Family Wealth Advisory first reported a position in iShares Europe ETF in Q1 2016 and held it in 20 quarters.
RPg Family Wealth Advisory's iShares Europe ETF position peaked at $377K in Q2 2018.
162 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.