Allen Investment Management’s iShares Europe ETF IEV Stock Holding History

Allen 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
2024 Q4	–	Sell	-7,448	Closed	-$434K	–	213
2024 Q3	$434K	Hold	7,448	–	–	0.01%	184
2024 Q2	$408K	Hold	7,448	–	–	0.01%	185
2024 Q1	$415K	Hold	7,448	–	–	0.01%	171
2023 Q4	$394K	Hold	7,448	–	–	0.01%	178
2023 Q3	$355K	Hold	7,448	–	–	0.01%	190
2023 Q2	$376K	Hold	7,448	–	–	0.01%	179
2023 Q1	$373K	Hold	7,448	–	–	0.01%	176
2022 Q4	$339K	Hold	7,448	–	–	0.01%	180
2022 Q3	$281K	Buy	+7,448	New	+$315K	﹤0.01%	183

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

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

Allen Investment Management's IEV Position: Q4 2024 in Review

Allen Investment Management sold out of iShares Europe ETF (IEV) in Q4 2024, closing a stake of 7,448 shares — an estimated $434K sold.

Allen Investment Management first reported a position in IEV in Q3 2022 and held it in 9 quarters. The position peaked at $434K in Q3 2024. 237 funds tracked by Wall St. Rank hold IEV as of Q4 2024.

Allen Investment Management reported no remaining iShares Europe ETF position as of Q4 2024 after selling out during the quarter.
Allen Investment Management sold 7,448 iShares Europe ETF shares in Q4 2024, an estimated $434K.
Allen Investment Management first reported a position in iShares Europe ETF in Q3 2022 and held it in 9 quarters.
Allen Investment Management's iShares Europe ETF position peaked at $434K in Q3 2024.
237 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.