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Oak Associates’s iShares Europe ETF IEV Stock Holding History

Oak Associates’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
2026
Q2 		– Sell
-3,550
Closed -$241K – 144
2026
Q1 		$241K Hold
3,550
– – 0.02% 135
2025
Q4 		$244K Hold
3,550
– – 0.01% 126
2025
Q3 		$232K Buy
+3,550
New +$227K 0.01% 126

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Oak Associates's IEV Position: Q2 2026 in Review

Oak Associates sold out of iShares Europe ETF (IEV) in Q2 2026, closing a stake of 3,550 shares — an estimated $241K sold.

Oak Associates first reported a position in IEV in Q3 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Oak Associates reported no remaining iShares Europe ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Associates sold 3,550 iShares Europe ETF shares in Q2 2026, an estimated $241K.
  • Oak Associates first reported a position in iShares Europe ETF in Q3 2025 and held it in 3 quarters.
  • Oak Associates's iShares Europe ETF position peaked at $244K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.