WLIM
IEV icon

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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAMA
EFG Asset Management (Americas) Miami, Florida $579M AUM 24.22% 1-Year Est. Return