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Taylor Financial Group’s iShares Europe ETF IEV Stock Holding History

Taylor Financial Group’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
Q2 		– Sell
-3,826
Closed -$213K – 94
2024
Q1 		$213K Sell
3,826
-590
-13% -$31.5K 0.16% 88
2023
Q4 		$233K Buy
+4,416
New +$217K 0.19% 81

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Taylor Financial Group's IEV Position: Q2 2024 in Review

Taylor Financial Group sold out of iShares Europe ETF (IEV) in Q2 2024, closing a stake of 3,826 shares — an estimated $213K sold.

Taylor Financial Group first reported a position in IEV in Q4 2023 and held it in 2 quarters. The position peaked at $233K in Q4 2023. 222 funds tracked by Wall St. Rank hold IEV as of Q2 2024.

  • Taylor Financial Group reported no remaining iShares Europe ETF position as of Q2 2024 after selling out during the quarter.
  • Taylor Financial Group sold 3,826 iShares Europe ETF shares in Q2 2024, an estimated $213K.
  • Taylor Financial Group first reported a position in iShares Europe ETF in Q4 2023 and held it in 2 quarters.
  • Taylor Financial Group's iShares Europe ETF position peaked at $233K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2024.

Based on Taylor Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.