CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Europe ETF IEV Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-3,946
Closed -$250K – 2666
2025
Q2 		$250K Buy
+3,946
New +$240K ﹤0.01% 2153
2024
Q1 		– Sell
-11,925
Closed -$630K – 2389
2023
Q4 		$630K Sell
11,925
-237
-2% -$11.7K ﹤0.01% 1572
2023
Q3 		$580K Buy
12,162
+172
+1% +$8.58K ﹤0.01% 1557
2023
Q2 		$606K Buy
11,990
+500
+4% +$25.4K ﹤0.01% 1513
2023
Q1 		$575K Buy
11,490
+828
+8% +$40.4K ﹤0.01% 1325
2022
Q4 		$483K Buy
10,662
+42
+0.4% +$1.81K ﹤0.01% 1356
2022
Q3 		$401K Buy
10,620
+703
+7% +$29.7K ﹤0.01% 1358
2022
Q2 		$424K Buy
9,917
+249
+3% +$11.6K ﹤0.01% 1228
2022
Q1 		$486K Sell
9,668
-219
-2% -$11.3K ﹤0.01% 1166
2021
Q4 		$538K Buy
9,887
+453
+5% +$24.4K ﹤0.01% 1082
2021
Q3 		$492K Hold
9,434
– – ﹤0.01% 1044
2021
Q2 		$503K Buy
9,434
+138
+1% +$7.4K ﹤0.01% 992
2021
Q1 		$467K Buy
9,296
+8,576
+1,191% +$424K 0.01% 986
2020
Q4 		$35K Hold
720
– – ﹤0.01% 1991
2020
Q3 		$30K Buy
720
+260
+57% +$11.1K ﹤0.01% 1801
2020
Q2 		$19K Sell
460
-1,825
-80% -$69.5K ﹤0.01% 1957
2020
Q1 		$77K Buy
+2,285
New +$97.2K ﹤0.01% 1231
2019
Q4 		– Sell
-200
Closed -$9K – 1374
2019
Q3 		$9K Hold
200
– – ﹤0.01% 1526
2019
Q2 		$9K Hold
200
– – ﹤0.01% 1529
2019
Q1 		$9K Hold
200
– – ﹤0.01% 1410
2018
Q4 		$8K Hold
200
– – ﹤0.01% 1262
2018
Q3 		$9K Hold
200
– – ﹤0.01% 1253
2018
Q2 		$9K Buy
+200
New +$9.4K ﹤0.01% 1194
2017
Q1 		– Sell
-14,672
Closed -$569K – 129
2016
Q4 		$569K Buy
+14,672
New +$560K 0.05% 54
2016
Q1 		– Sell
-78,051
Closed -$3.13M – 231
2015
Q4 		$3.13M Buy
+78,051
New +$3.23M 0.33% 25

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors's IEV Position: Q3 2025 in Review

CAPTRUST Financial Advisors sold out of iShares Europe ETF (IEV) in Q3 2025, closing a stake of 3,946 shares — an estimated $250K sold.

CAPTRUST Financial Advisors first reported a position in IEV in Q4 2015 and held it in 25 quarters. The position peaked at $3.13M in Q4 2015. 272 funds tracked by Wall St. Rank hold IEV as of Q3 2025.

  • CAPTRUST Financial Advisors reported no remaining iShares Europe ETF position as of Q3 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,946 iShares Europe ETF shares in Q3 2025, an estimated $250K.
  • CAPTRUST Financial Advisors first reported a position in iShares Europe ETF in Q4 2015 and held it in 25 quarters.
  • CAPTRUST Financial Advisors's iShares Europe ETF position peaked at $3.13M in Q4 2015.
  • 272 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.