WealthPLAN Partners’s iShares Europe ETF IEV Stock Holding History

WealthPLAN Partners’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	-99	Closed	-$5K	–	689
2023 Q2	$5K	Hold	99	–	–	﹤0.01%	906
2023 Q1	$4.95K	Buy	+99	New	+$4.83K	﹤0.01%	1004
2015 Q4	$180	Buy	+4,500	New	+$186K	﹤0.01%	1623
2015 Q2	$98K	Buy	+2,250	New	+$104K	0.04%	125

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's IEV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Europe ETF (IEV) in Q3 2023, closing a stake of 99 shares — an estimated $5K sold.

WealthPLAN Partners first reported a position in IEV in Q2 2015 and held it in 4 quarters. The position peaked at $98K in Q2 2015. 211 funds tracked by Wall St. Rank hold IEV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Europe ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 99 iShares Europe ETF shares in Q3 2023, an estimated $5K.
WealthPLAN Partners first reported a position in iShares Europe ETF in Q2 2015 and held it in 4 quarters.
WealthPLAN Partners's iShares Europe ETF position peaked at $98K in Q2 2015.
211 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.