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RSWM
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
0.08%
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
0.17%
113
Other funds holding IEV
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$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
B
Barings
Charlotte, North Carolina
$6.19B AUM
16.5%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
DZ Bank
Frankfurt Am Main, Germany
$110B AUM
36.92%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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