HOWA
IEV icon

Heritage Oak Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-47,910
Closed -$2.79M – 116
2024
Q3 		$2.79M Buy
+47,910
New +$2.7M 1.29% 19

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Oak Wealth Advisors's IEV Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Europe ETF (IEV) in Q4 2024, closing a stake of 47,910 shares — an estimated $2.79M sold.

Heritage Oak Wealth Advisors first reported a position in IEV in Q3 2024 and held it in 1 quarter. The position peaked at $2.79M in Q3 2024. 236 funds tracked by Wall St. Rank hold IEV as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Europe ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 47,910 iShares Europe ETF shares in Q4 2024, an estimated $2.79M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Europe ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Europe ETF position peaked at $2.79M in Q3 2024.
  • 236 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.