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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

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JP Morgan Chase
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DZ Bank
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.46B AUM 19.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return