Vahanian & Associates Financial Planning’s iShares Europe ETF IEV Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q3	–	Sell	-5,467	Closed	-$276K	–	62
2023 Q2	$276K	Buy	5,467 +150	+3%	+$7.63K	0.87%	41
2023 Q1	$266K	Hold	5,317	–	–	0.74%	52
2022 Q4	$241K	Hold	5,317	–	–	0.79%	45
2022 Q3	$201K	Buy	+5,317	New	+$225K	0.69%	48

Other funds holding IEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vahanian & Associates Financial Planning's IEV Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of iShares Europe ETF (IEV) in Q3 2023, closing a stake of 5,467 shares — an estimated $276K sold.

Vahanian & Associates Financial Planning first reported a position in IEV in Q3 2022 and held it in 4 quarters. The position peaked at $276K in Q2 2023. 211 funds tracked by Wall St. Rank hold IEV as of Q3 2023.

Vahanian & Associates Financial Planning reported no remaining iShares Europe ETF position as of Q3 2023 after selling out during the quarter.
Vahanian & Associates Financial Planning sold 5,467 iShares Europe ETF shares in Q3 2023, an estimated $276K.
Vahanian & Associates Financial Planning first reported a position in iShares Europe ETF in Q3 2022 and held it in 4 quarters.
Vahanian & Associates Financial Planning's iShares Europe ETF position peaked at $276K in Q2 2023.
211 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.