True Link Financial Advisors’s iShares Europe ETF IEV Stock Holding History

True Link Financial 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	-4,356	Closed	-$230K	–	67
2023 Q4	$230K	Sell	4,356 -15,000	-77%	-$739K	0.02%	59
2023 Q3	$924K	Hold	19,356	–	–	0.11%	55
2023 Q2	$978K	Hold	19,356	–	–	0.12%	52
2023 Q1	$968K	Hold	19,356	–	–	0.12%	56
2022 Q4	$877K	Sell	19,356 -10,016	-34%	-$431K	0.12%	57
2022 Q3	$1.11M	Buy	+29,372	New	+$1.24M	0.16%	52

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

True Link Financial Advisors's IEV Position: Q1 2024 in Review

True Link Financial Advisors sold out of iShares Europe ETF (IEV) in Q1 2024, closing a stake of 4,356 shares — an estimated $230K sold.

True Link Financial Advisors first reported a position in IEV in Q3 2022 and held it in 6 quarters. The position peaked at $1.11M in Q3 2022. 215 funds tracked by Wall St. Rank hold IEV as of Q1 2024.

True Link Financial Advisors reported no remaining iShares Europe ETF position as of Q1 2024 after selling out during the quarter.
True Link Financial Advisors sold 4,356 iShares Europe ETF shares in Q1 2024, an estimated $230K.
True Link Financial Advisors first reported a position in iShares Europe ETF in Q3 2022 and held it in 6 quarters.
True Link Financial Advisors's iShares Europe ETF position peaked at $1.11M in Q3 2022.
215 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2024.

Based on True Link Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.