Lee Financial’s iShares Europe ETF IEV Stock Holding History

Lee Financial’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Buy	5,338 +910	+21%	+$57.6K	0.05%	112
2025 Q1	$258K	Buy	4,428 +510	+13%	+$29.7K	0.04%	132
2024 Q4	$204K	Hold	3,918	–	–	0.03%	172
2024 Q3	$228K	Sell	3,918 -168	-4%	-$9.79K	0.03%	164
2024 Q2	$224K	Sell	4,086 -650	-14%	-$35.6K	0.04%	132
2024 Q1	$264K	Sell	4,736 -377	-7%	-$21K	0.04%	127
2023 Q4	$270K	Buy	5,113 +110	+2%	+$5.82K	0.05%	117
2023 Q3	$239K	Buy	5,003 +230	+5%	+$11K	0.04%	119
2023 Q2	$241K	Sell	4,773 -4,835	-50%	-$244K	0.04%	117
2023 Q1	$481K	Sell	9,608 -3,512	-27%	-$176K	0.08%	87
2022 Q4	$594K	Buy	13,120 +5,085	+63%	+$230K	0.1%	88
2022 Q3	$303K	Hold	8,035	–	–	0.06%	120
2022 Q2	$343K	Buy	8,035 +3,200	+66%	+$137K	0.06%	114
2022 Q1	$243K	Hold	4,835	–	–	0.04%	134
2021 Q4	$263K	Hold	4,835	–	–	0.05%	130
2021 Q3	$252K	Sell	4,835 -60	-1%	-$3.13K	0.05%	123
2021 Q2	$261K	Sell	4,895 -59	-1%	-$3.15K	0.06%	122
2021 Q1	$249K	Hold	4,954	–	–	0.06%	122
2020 Q4	$237K	Hold	4,954	–	–	0.06%	117
2020 Q3	$207K	Hold	4,954	–	–	0.06%	121
2020 Q2	$200K	Sell	4,954 -2,624	-35%	-$106K	0.06%	121
2020 Q1	$268K	Sell	7,578 -453,773	-98%	-$16M	0.09%	91
2019 Q4	$21.7M	Sell	461,351 -13,412	-3%	-$630K	4.68%	6
2019 Q3	$20.5M	Sell	474,763 -10,118	-2%	-$438K	4.62%	5
2019 Q2	$21.4M	Sell	484,881 -6,163	-1%	-$272K	4.83%	5
2019 Q1	$21.3M	Sell	491,044 -39	-0%	-$1.69K	4.99%	5
2018 Q4	$19.2M	Buy	491,083 +367,618	+298%	+$14.4M	5.15%	5
2018 Q3	$5.57M	Buy	123,465 +2,576	+2%	+$116K	1.37%	16
2018 Q2	$5.41M	Buy	120,889 +36,480	+43%	+$1.63M	1.27%	15
2018 Q1	$3.94M	Buy	84,409 +35,317	+72%	+$1.65M	1%	18
2017 Q4	$2.32M	Buy	49,092 +3,969	+9%	+$188K	0.67%	25
2017 Q3	$2.12M	Buy	45,123 +21,097	+88%	+$989K	0.68%	27
2017 Q2	$1.07M	Buy	24,026 +3,208	+15%	+$142K	0.39%	58
2017 Q1	$871K	Buy	20,818 +20,253	+3,585%	+$847K	0.35%	66
2016 Q4	$22K	Buy	+565	New	+$22K	0.01%	221