The Family Firm’s iShares Europe ETF IEV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.43M | Sell |
54,223
-2,959
| -5% | -$187K | 0.83% | 30 |
|
2025
Q1 | $3.33M | Sell |
57,182
-194
| -0.3% | -$11.3K | 0.74% | 31 |
|
2024
Q4 | $2.99M | Buy |
57,376
+3,158
| +6% | +$164K | 0.66% | 33 |
|
2024
Q3 | $3.16M | Sell |
54,218
-2,269
| -4% | -$132K | 0.69% | 32 |
|
2024
Q2 | $3.09M | Buy |
56,487
+1,228
| +2% | +$67.2K | 0.69% | 30 |
|
2024
Q1 | $3.08M | Sell |
55,259
-497
| -0.9% | -$27.7K | 0.75% | 30 |
|
2023
Q4 | $2.95M | Sell |
55,756
-1,929
| -3% | -$102K | 0.76% | 29 |
|
2023
Q3 | $2.75M | Sell |
57,685
-6,558
| -10% | -$313K | 0.77% | 28 |
|
2023
Q2 | $3.25M | Buy |
64,243
+716
| +1% | +$36.2K | 0.86% | 26 |
|
2023
Q1 | $3.18M | Buy |
63,527
+61
| +0.1% | +$3.05K | 0.88% | 26 |
|
2022
Q4 | $2.87M | Buy |
63,466
+3,815
| +6% | +$173K | 0.84% | 28 |
|
2022
Q3 | $2.25M | Buy |
59,651
+296
| +0.5% | +$11.2K | 0.72% | 33 |
|
2022
Q2 | $2.54M | Buy |
59,355
+564
| +1% | +$24.1K | 0.75% | 28 |
|
2022
Q1 | $2.95M | Sell |
58,791
-1,468
| -2% | -$73.8K | 0.77% | 29 |
|
2021
Q4 | $3.28M | Buy |
60,259
+657
| +1% | +$35.7K | 0.85% | 25 |
|
2021
Q3 | $3.25M | Sell |
59,602
-1,068
| -2% | -$58.1K | 0.85% | 27 |
|
2021
Q2 | $3.23M | Sell |
60,670
-1,267
| -2% | -$67.5K | 0.88% | 25 |
|
2021
Q1 | $3.11M | Sell |
61,937
-122
| -0.2% | -$6.13K | 0.9% | 25 |
|
2020
Q4 | $3.03M | Buy |
62,059
+411
| +0.7% | +$20K | 0.9% | 25 |
|
2020
Q3 | $2.58M | Sell |
61,648
-4,642
| -7% | -$194K | 0.92% | 24 |
|
2020
Q2 | $2.68M | Sell |
66,290
-2,366
| -3% | -$95.6K | 1% | 20 |
|
2020
Q1 | $2.43M | Buy |
68,656
+16,297
| +31% | +$576K | 1.03% | 20 |
|
2019
Q4 | $2.46M | Sell |
52,359
-3,889
| -7% | -$183K | 0.83% | 26 |
|
2019
Q3 | $2.43M | Sell |
56,248
-1,304
| -2% | -$56.4K | 0.86% | 26 |
|
2019
Q2 | $2.54M | Buy |
57,552
+685
| +1% | +$30.2K | 0.9% | 25 |
|
2019
Q1 | $2.47M | Sell |
56,867
-7,320
| -11% | -$318K | 0.9% | 25 |
|
2018
Q4 | $2.51M | Buy |
64,187
+5,678
| +10% | +$222K | 1% | 23 |
|
2018
Q3 | $2.64M | Buy |
58,509
+1,252
| +2% | +$56.4K | 0.96% | 23 |
|
2018
Q2 | $2.56M | Buy |
57,257
+4,780
| +9% | +$214K | 0.96% | 22 |
|
2018
Q1 | $2.45M | Sell |
52,477
-1,900
| -3% | -$88.6K | 0.95% | 22 |
|
2017
Q4 | $2.57M | Sell |
54,377
-951
| -2% | -$44.9K | 1.02% | 22 |
|
2017
Q3 | $2.59M | Sell |
55,328
-3,777
| -6% | -$177K | 1.08% | 22 |
|
2017
Q2 | $2.62M | Sell |
59,105
-3,662
| -6% | -$162K | 1.16% | 21 |
|
2017
Q1 | $2.63M | Buy |
62,767
+4,109
| +7% | +$172K | 1.25% | 19 |
|
2016
Q4 | $2.28M | Buy |
58,658
+3,953
| +7% | +$153K | 1.07% | 21 |
|
2016
Q3 | $2.15M | Buy |
54,705
+4,447
| +9% | +$175K | 1.02% | 22 |
|
2016
Q2 | $1.9M | Buy |
50,258
+5,614
| +13% | +$212K | 0.94% | 23 |
|
2016
Q1 | $1.75M | Buy |
44,644
+1,488
| +3% | +$58.2K | 0.89% | 23 |
|
2015
Q4 | $1.73M | Sell |
43,156
-2,721
| -6% | -$109K | 0.92% | 22 |
|
2015
Q3 | $1.83M | Sell |
45,877
-299
| -0.6% | -$11.9K | 0.99% | 22 |
|
2015
Q2 | $2.02M | Sell |
46,176
-1,983
| -4% | -$86.7K | 1.04% | 23 |
|
2015
Q1 | $2.13M | Buy |
48,159
+904
| +2% | +$40K | 1.09% | 22 |
|
2014
Q4 | $2.01M | Buy |
+47,255
| New | +$2.01M | 1.05% | 25 |
|