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Heartwood Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-437
Closed -$28.6K – 393
2025
Q3 		$28.6K Buy
+437
New +$27.9K ﹤0.01% 339

Other funds holding IEV

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heartwood Wealth Advisors's IEV Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 437 shares — an estimated $28.6K sold.

Heartwood Wealth Advisors first reported a position in IEV in Q3 2025 and held it in 1 quarter. The position peaked at $28.6K in Q3 2025. 291 funds tracked by Wall St. Rank hold IEV as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 437 iShares Europe ETF shares in Q4 2025, an estimated $28.6K.
  • Heartwood Wealth Advisors first reported a position in iShares Europe ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Europe ETF position peaked at $28.6K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.