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 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

SVB Wealth's IEV Position: Q2 2022 in Review

SVB Wealth sold out of iShares Europe ETF (IEV) in Q2 2022, closing a stake of 3,775 shares — an estimated $189K sold.

SVB Wealth first reported a position in IEV in Q4 2019 and held it in 10 quarters. The position peaked at $205K in Q4 2021. 162 funds tracked by Wall St. Rank hold IEV as of Q2 2022.

SVB Wealth reported no remaining iShares Europe ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 3,775 iShares Europe ETF shares in Q2 2022, an estimated $189K.
SVB Wealth first reported a position in iShares Europe ETF in Q4 2019 and held it in 10 quarters.
SVB Wealth's iShares Europe ETF position peaked at $205K in Q4 2021.
162 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.