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Sunesis Advisors’s iShares Europe ETF IEV Stock Holding History

Sunesis 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
Q1 		– Sell
-5,452
Closed -$288K – 62
2023
Q4 		$288K Hold
5,452
– – 0.18% 54
2023
Q3 		$260K Buy
+5,452
New +$272K 0.18% 55
2023
Q1 		$273K Buy
+5,452
New +$266K 0.2% 57

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunesis Advisors's IEV Position: Q1 2024 in Review

Sunesis Advisors sold out of iShares Europe ETF (IEV) in Q1 2024, closing a stake of 5,452 shares — an estimated $288K sold.

Sunesis Advisors first reported a position in IEV in Q1 2023 and held it in 3 quarters. The position peaked at $288K in Q4 2023. 215 funds tracked by Wall St. Rank hold IEV as of Q1 2024.

  • Sunesis Advisors reported no remaining iShares Europe ETF position as of Q1 2024 after selling out during the quarter.
  • Sunesis Advisors sold 5,452 iShares Europe ETF shares in Q1 2024, an estimated $288K.
  • Sunesis Advisors first reported a position in iShares Europe ETF in Q1 2023 and held it in 3 quarters.
  • Sunesis Advisors's iShares Europe ETF position peaked at $288K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2024.

Based on Sunesis Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.