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

Tradition 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
2024 Q1	–	Sell	-293	Closed	-$16K	–	773
2023 Q4	$16K	Buy	293 +2	+0.7%	+$98	﹤0.01%	897
2023 Q3	$14K	Hold	291	–	–	﹤0.01%	935
2023 Q2	$15K	Buy	291 +6	+2%	+$305	﹤0.01%	945
2023 Q1	$14K	Hold	285	–	–	﹤0.01%	911
2022 Q4	$13K	Buy	285 +1	+0.4%	+$43	﹤0.01%	843
2022 Q3	$11K	Hold	284	–	–	﹤0.01%	907
2022 Q2	$12K	Buy	284 +8	+3%	+$374	﹤0.01%	780
2022 Q1	$14K	Hold	276	–	–	﹤0.01%	808
2021 Q4	$15K	Buy	276 +3	+1%	+$162	﹤0.01%	798
2021 Q3	$14K	Hold	273	–	–	﹤0.01%	812
2021 Q2	$15K	Buy	273 +5	+2%	+$268	﹤0.01%	830
2021 Q1	$13K	Hold	268	–	–	﹤0.01%	720
2020 Q4	$13K	Buy	+268	New	+$12K	﹤0.01%	672

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

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

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

Tradition Wealth Management's IEV Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Europe ETF (IEV) in Q1 2024, closing a stake of 293 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in IEV in Q4 2020 and held it in 13 quarters. The position peaked at $16K in Q4 2023. 215 funds tracked by Wall St. Rank hold IEV as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Europe ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 293 iShares Europe ETF shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in iShares Europe ETF in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's iShares Europe ETF position peaked at $16K in Q4 2023.
215 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.