Wealthspire Advisors (Maryland)’s iShares Europe ETF IEV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$480K	Buy	11,476 +5,558	+94%	+$237K	0.02%	279
2020 Q2	$239K	Hold	5,918	–	–	0.02%	380
2020 Q1	$209K	Hold	5,918	–	–	0.02%	377
2019 Q4	$278K	Buy	+5,918	New	+$266K	0.02%	398
2019 Q2	–	Sell	-3,428	Closed	-$149K	–	1176
2019 Q1	$149K	Hold	3,428	–	–	0.01%	511
2018 Q4	$134K	Hold	3,428	–	–	0.01%	517
2018 Q3	$154K	Hold	3,428	–	–	0.01%	531
2018 Q2	$153K	Hold	3,428	–	–	0.01%	547
2018 Q1	$160K	Buy	3,428 +1,714	+100%	+$82K	0.02%	540
2017 Q4	$81K	Buy	1,714 +1,614	+1,614%	+$75.7K	0.01%	797
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1791
2017 Q2	$4K	Buy	+100	New	+$4.4K	﹤0.01%	1824

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EAMA

EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IEV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Europe ETF (IEV) stake by 94% in Q3 2020, buying an estimated $237K and bringing the position to 11,476 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #279.

Wealthspire Advisors (Maryland) first reported a position in IEV in Q2 2017 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold IEV as of Q3 2020.

Wealthspire Advisors (Maryland) held 11,476 shares of iShares Europe ETF worth $480K as of Q3 2020.
Wealthspire Advisors (Maryland) bought 5,558 iShares Europe ETF shares in Q3 2020, an estimated $237K.
iShares Europe ETF made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #279 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Europe ETF in Q2 2017 and has held it in 12 quarters since.
131 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.