SW
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SVB Wealth’s iShares Europe ETF IEV Stock Holding History

SVB Wealth’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
-3,775
Closed -$189K – 794
2022
Q1 		$189K Hold
3,775
– – ﹤0.01% 706
2021
Q4 		$205K Hold
3,775
– – ﹤0.01% 701
2021
Q3 		$196K Hold
3,775
– – ﹤0.01% 912
2021
Q2 		$201K Hold
3,775
– – ﹤0.01% 893
2021
Q1 		$189K Hold
3,775
– – ﹤0.01% 839
2020
Q4 		$180K Hold
3,775
– – ﹤0.01% 757
2020
Q3 		$158K Hold
3,775
– – ﹤0.01% 656
2020
Q2 		$152K Hold
3,775
– – ﹤0.01% 561
2020
Q1 		$133K Hold
3,775
– – ﹤0.01% 485
2019
Q4 		$177K Buy
+3,775
New +$170K ﹤0.01% 584

Other funds holding IEV

BlackRock
BlackRock New York $5.7T 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 $110B AUM 36.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return