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Advisory Research’s iShares Europe ETF IEV Stock Holding History

Advisory Research’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
2025
Q1 		– Sell
-5,938
Closed -$309K – 152
2024
Q4 		$309K Buy
+5,938
New +$325K 0.05% 142
2017
Q1 		– Sell
-21,180
Closed -$822K – 409
2016
Q4 		$822K Buy
+21,180
New +$808K 0.01% 294

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Advisory Research's IEV Position: Q1 2025 in Review

Advisory Research sold out of iShares Europe ETF (IEV) in Q1 2025, closing a stake of 5,938 shares — an estimated $309K sold.

Advisory Research first reported a position in IEV in Q4 2016 and held it in 2 quarters. The position peaked at $822K in Q4 2016. 250 funds tracked by Wall St. Rank hold IEV as of Q1 2025.

  • Advisory Research reported no remaining iShares Europe ETF position as of Q1 2025 after selling out during the quarter.
  • Advisory Research sold 5,938 iShares Europe ETF shares in Q1 2025, an estimated $309K.
  • Advisory Research first reported a position in iShares Europe ETF in Q4 2016 and held it in 2 quarters.
  • Advisory Research's iShares Europe ETF position peaked at $822K in Q4 2016.
  • 250 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2025.

Based on Advisory Research's 13F filing for Q1 2025, filed 14 May 2025.