White Lighthouse Investment Management’s iShares Europe ETF IEV Stock Holding History

White Lighthouse Investment Management’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 Q1	–	Sell	-7,227	Closed	-$339K	–	117
2019 Q4	$339K	Buy	7,227 +47	+0.7%	+$2.11K	0.12%	102
2019 Q3	$311K	Hold	7,180	–	–	0.13%	101
2019 Q2	$316K	Buy	7,180 +180	+3%	+$7.92K	0.13%	97
2019 Q1	$304K	Sell	7,000 -4,190	-37%	-$176K	0.14%	95
2018 Q4	$438K	Buy	11,190 +81	+0.7%	+$3.36K	0.24%	75
2018 Q3	$501K	Sell	11,109 -1,000	-8%	-$45.2K	0.26%	71
2018 Q2	$541K	Sell	12,109 -4,149	-26%	-$195K	0.3%	65
2018 Q1	$758K	Sell	16,258 -400	-2%	-$19.1K	0.43%	55
2017 Q4	$787K	Buy	+16,658	New	+$781K	0.45%	55

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

FTUS

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EAMA

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

White Lighthouse Investment Management's IEV Position: Q1 2020 in Review

White Lighthouse Investment Management sold out of iShares Europe ETF (IEV) in Q1 2020, closing a stake of 7,227 shares — an estimated $339K sold.

White Lighthouse Investment Management first reported a position in IEV in Q4 2017 and held it in 9 quarters. The position peaked at $787K in Q4 2017. 152 funds tracked by Wall St. Rank hold IEV as of Q1 2020.

White Lighthouse Investment Management reported no remaining iShares Europe ETF position as of Q1 2020 after selling out during the quarter.
White Lighthouse Investment Management sold 7,227 iShares Europe ETF shares in Q1 2020, an estimated $339K.
White Lighthouse Investment Management first reported a position in iShares Europe ETF in Q4 2017 and held it in 9 quarters.
White Lighthouse Investment Management's iShares Europe ETF position peaked at $787K in Q4 2017.
152 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2020.

Based on White Lighthouse Investment Management's 13F filing for Q1 2020, filed 7 Apr 2020.