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

Sugarloaf 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
2023 Q4	–	Sell	-609	Closed	-$29K	–	692
2023 Q3	$29K	Hold	609	–	–	0.01%	346
2023 Q2	$30.8K	Buy	609 +14	+2%	+$712	0.01%	343
2023 Q1	$29.8K	Hold	595	–	–	0.01%	348
2022 Q4	$27K	Buy	595 +2	+0.3%	+$86	0.01%	369
2022 Q3	$23K	Hold	593	–	–	0.01%	405
2022 Q2	$25K	Buy	593 +16	+3%	+$748	0.01%	382
2022 Q1	$29K	Hold	577	–	–	0.01%	350
2021 Q4	$31K	Buy	577 +7	+1%	+$377	0.01%	363
2021 Q3	$30K	Hold	570	–	–	0.01%	351
2021 Q2	$30K	Sell	570 -4,235	-88%	-$227K	0.01%	355
2021 Q1	$66K	Buy	4,805 +3,494	+267%	+$173K	0.02%	240
2020 Q4	$63K	Buy	1,311 +4	+0.3%	+$180	0.02%	231
2020 Q3	$55K	Hold	1,307	–	–	0.02%	226
2020 Q2	$53K	Buy	1,307 +7	+0.5%	+$267	0.02%	226
2020 Q1	$46K	Hold	1,300	–	–	0.02%	231
2019 Q4	$61K	Buy	+1,300	New	+$58.4K	0.03%	229

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Sugarloaf Wealth Management's IEV Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2023, closing a stake of 609 shares — an estimated $29K sold.

Sugarloaf Wealth Management first reported a position in IEV in Q4 2019 and held it in 16 quarters. The position peaked at $66K in Q1 2021. 206 funds tracked by Wall St. Rank hold IEV as of Q4 2023.

Sugarloaf Wealth Management reported no remaining iShares Europe ETF position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 609 iShares Europe ETF shares in Q4 2023, an estimated $29K.
Sugarloaf Wealth Management first reported a position in iShares Europe ETF in Q4 2019 and held it in 16 quarters.
Sugarloaf Wealth Management's iShares Europe ETF position peaked at $66K in Q1 2021.
206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.