TPWA
IEV icon

TRUE Private Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

TRUE Private Wealth 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
2021
Q1 		– Sell
-17
Closed – – 452
2020
Q4 		$0 Hold
17
– – ﹤0.01% 744
2020
Q3 		$0 Hold
17
– – ﹤0.01% 716
2020
Q2 		$0 Hold
17
– – ﹤0.01% 712
2020
Q1 		$0 Sell
17
-58
-77% -$2.47K ﹤0.01% 746
2019
Q4 		$3K Buy
+75
New +$3.37K ﹤0.01% 716
2019
Q3 		– Sell
-107
Closed -$4K – 458
2019
Q2 		$4K Buy
+107
New +$4.71K ﹤0.01% 659
2018
Q4 		– Sell
-2,321
Closed -$105K – 559
2018
Q3 		$105K Sell
2,321
-324,605
-99% -$14.7M 0.01% 352
2018
Q2 		$14.6M Sell
326,926
-204,491
-38% -$9.61M 2.29% 8
2018
Q1 		$24.8M Buy
531,417
+61,400
+13% +$2.94M 4.25% 4
2017
Q4 		$22.2M Buy
470,017
+54,701
+13% +$2.57M 3.85% 4
2017
Q3 		$19.5M Buy
415,316
+9,497
+2% +$432K 4.39% 6
2017
Q2 		$18M Buy
+405,819
New +$17.9M 4.17% 8

Other funds holding IEV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRUE Private Wealth Advisors's IEV Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares Europe ETF (IEV) in Q1 2021, closing a stake of 17 shares.

TRUE Private Wealth Advisors first reported a position in IEV in Q2 2017 and held it in 12 quarters. The position peaked at $24.8M in Q1 2018. 140 funds tracked by Wall St. Rank hold IEV as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining iShares Europe ETF position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 17 iShares Europe ETF shares in Q1 2021.
  • TRUE Private Wealth Advisors first reported a position in iShares Europe ETF in Q2 2017 and held it in 12 quarters.
  • TRUE Private Wealth Advisors's iShares Europe ETF position peaked at $24.8M in Q1 2018.
  • 140 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.