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Southern Wealth Management’s iShares Europe ETF IEV Stock Holding History

Southern Wealth Management’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
Q1 		– Sell
-5,805
Closed -$316K – 59
2021
Q4 		$316K Buy
+5,805
New +$313K 0.13% 51

Other funds holding IEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Southern Wealth Management's IEV Position: Q1 2022 in Review

Southern Wealth Management sold out of iShares Europe ETF (IEV) in Q1 2022, closing a stake of 5,805 shares — an estimated $316K sold.

Southern Wealth Management first reported a position in IEV in Q4 2021 and held it in 1 quarter. The position peaked at $316K in Q4 2021. 144 funds tracked by Wall St. Rank hold IEV as of Q1 2022.

  • Southern Wealth Management reported no remaining iShares Europe ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Wealth Management sold 5,805 iShares Europe ETF shares in Q1 2022, an estimated $316K.
  • Southern Wealth Management first reported a position in iShares Europe ETF in Q4 2021 and held it in 1 quarter.
  • Southern Wealth Management's iShares Europe ETF position peaked at $316K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2022.

Based on Southern Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.