Lee Financial’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-5,338
| Closed | -$350K | – | 161 |
|
|
2025
Q3 | $350K | Hold |
5,338
| – | – | 0.04% | 134 |
|
|
2025
Q2 | $338K | Buy |
5,338
+910
| +21% | +$55.3K | 0.05% | 112 |
|
|
2025
Q1 | $258K | Buy |
4,428
+510
| +13% | +$29K | 0.04% | 132 |
|
|
2024
Q4 | $204K | Hold |
3,918
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $228K | Sell |
3,918
-168
| -4% | -$9.46K | 0.03% | 164 |
|
|
2024
Q2 | $224K | Sell |
4,086
-650
| -14% | -$36.3K | 0.04% | 132 |
|
|
2024
Q1 | $264K | Sell |
4,736
-377
| -7% | -$20.1K | 0.04% | 127 |
|
|
2023
Q4 | $270K | Buy |
5,113
+110
| +2% | +$5.42K | 0.05% | 117 |
|
|
2023
Q3 | $239K | Buy |
5,003
+230
| +5% | +$11.5K | 0.04% | 119 |
|
|
2023
Q2 | $241K | Sell |
4,773
-4,835
| -50% | -$246K | 0.04% | 117 |
|
|
2023
Q1 | $481K | Sell |
9,608
-3,512
| -27% | -$171K | 0.08% | 87 |
|
|
2022
Q4 | $594K | Buy |
13,120
+5,085
| +63% | +$219K | 0.1% | 88 |
|
|
2022
Q3 | $303K | Hold |
8,035
| – | – | 0.06% | 120 |
|
|
2022
Q2 | $343K | Buy |
8,035
+3,200
| +66% | +$150K | 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% | -$3.25K | 0.05% | 123 |
|
|
2021
Q2 | $261K | Sell |
4,895
-59
| -1% | -$3.16K | 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% | -$100K | 0.06% | 121 |
|
|
2020
Q1 | $268K | Sell |
7,578
-453,773
| -98% | -$19.3M | 0.09% | 91 |
|
|
2019
Q4 | $21.7M | Sell |
461,351
-13,412
| -3% | -$603K | 4.68% | 6 |
|
|
2019
Q3 | $20.5M | Sell |
474,763
-10,118
| -2% | -$434K | 4.62% | 5 |
|
|
2019
Q2 | $21.4M | Sell |
484,881
-6,163
| -1% | -$271K | 4.83% | 5 |
|
|
2019
Q1 | $21.3M | Sell |
491,044
-39
| -0% | -$1.64K | 4.99% | 5 |
|
|
2018
Q4 | $19.2M | Buy |
491,083
+367,618
| +298% | +$15.2M | 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% | +$1.71M | 1.27% | 15 |
|
|
2018
Q1 | $3.94M | Buy |
84,409
+35,317
| +72% | +$1.69M | 1% | 18 |
|
|
2017
Q4 | $2.32M | Buy |
49,092
+3,969
| +9% | +$186K | 0.67% | 25 |
|
|
2017
Q3 | $2.12M | Buy |
45,123
+21,097
| +88% | +$961K | 0.68% | 27 |
|
|
2017
Q2 | $1.06M | Buy |
24,026
+3,208
| +15% | +$141K | 0.39% | 58 |
|
|
2017
Q1 | $871K | Buy |
20,818
+20,253
| +3,585% | +$817K | 0.35% | 66 |
|
|
2016
Q4 | $22K | Buy |
+565
| New | +$21.6K | 0.01% | 221 |
|
Other funds holding IEV
B
Lee Financial's IEV Position: Q4 2025 in Review
Lee Financial sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 5,338 shares — an estimated $350K sold.
Lee Financial first reported a position in IEV in Q4 2016 and held it in 36 quarters. The position peaked at $21.7M in Q4 2019. 291 funds tracked by Wall St. Rank hold IEV as of Q4 2025.
- Lee Financial reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
- Lee Financial sold 5,338 iShares Europe ETF shares in Q4 2025, an estimated $350K.
- Lee Financial first reported a position in iShares Europe ETF in Q4 2016 and held it in 36 quarters.
- Lee Financial's iShares Europe ETF position peaked at $21.7M in Q4 2019.
- 291 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.
Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.