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Robertson Stephens Wealth Management’s iShares Europe ETF IEV Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-33,125
Closed -$2.1M – 552
2025
Q2 		$2.1M Buy
33,125
+3,452
+12% +$210K 0.07% 183
2025
Q1 		$1.73M Sell
29,673
-5,011
-14% -$285K 0.06% 207
2024
Q4 		$1.81M Buy
34,684
+3,376
+11% +$185K 0.06% 206
2024
Q3 		$1.82M Buy
31,308
+3,700
+13% +$208K 0.07% 205
2024
Q2 		$1.51M Buy
27,608
+2,274
+9% +$127K 0.08% 172
2024
Q1 		$1.41M Sell
25,334
-215
-0.8% -$11.5K 0.07% 189
2023
Q4 		$1.35M Sell
25,549
-836
-3% -$41.2K 0.08% 188
2023
Q3 		$1.26M Buy
26,385
+744
+3% +$37.1K 0.08% 184
2023
Q2 		$1.3M Hold
25,641
– – 0.09% 168
2023
Q1 		$1.28M Sell
25,641
-6,505
-20% -$318K 0.1% 172
2022
Q4 		$1.46M Sell
32,146
-8,791
-21% -$379K 0.14% 137
2022
Q3 		$1.54M Buy
+40,937
New +$1.73M 0.16% 113

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Robertson Stephens Wealth Management's IEV Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares Europe ETF (IEV) in Q3 2025, closing a stake of 33,125 shares — an estimated $2.1M sold.

Robertson Stephens Wealth Management first reported a position in IEV in Q3 2022 and held it in 12 quarters. The position peaked at $2.1M in Q2 2025. 272 funds tracked by Wall St. Rank hold IEV as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares Europe ETF position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 33,125 iShares Europe ETF shares in Q3 2025, an estimated $2.1M.
  • Robertson Stephens Wealth Management first reported a position in iShares Europe ETF in Q3 2022 and held it in 12 quarters.
  • Robertson Stephens Wealth Management's iShares Europe ETF position peaked at $2.1M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.