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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
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 $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oak Associates's IEV Position: Q1 2026 in Review

Oak Associates held its iShares Europe ETF (IEV) position steady in Q1 2026 at 3,550 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #135.

Oak Associates first reported a position in IEV in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 287 funds tracked by Wall St. Rank hold IEV as of Q1 2026.

  • Oak Associates held 3,550 shares of iShares Europe ETF worth $241K as of Q1 2026.
  • Oak Associates left its iShares Europe ETF share count unchanged in Q1 2026.
  • iShares Europe ETF made up 0.02% of Oak Associates's portfolio in Q1 2026, its #135 holding.
  • Oak Associates first reported a position in iShares Europe ETF in Q3 2025 and has held it in 3 quarters since.
  • Oak Associates's iShares Europe ETF position peaked at $244K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.