Avidian Wealth Enterprises’s iShares Europe ETF IEV Stock Holding History

Avidian Wealth Enterprises’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	$499K	Hold	6,855	–	–	0.01%	477
2026 Q1	$466K	Hold	6,855	–	–	0.01%	453
2025 Q4	$470K	Buy	6,855 +12	+0.2%	+$801	0.02%	386
2025 Q3	$448K	Hold	6,843	–	–	0.02%	394
2025 Q2	$433K	Buy	6,843 +20	+0.3%	+$1.22K	0.02%	369
2025 Q1	$397K	Hold	6,823	–	–	0.02%	360
2024 Q4	$355K	Sell	6,823 -632	-8%	-$34.6K	0.02%	364
2024 Q3	$434K	Buy	7,455 +1,726	+30%	+$97.2K	0.02%	323
2024 Q2	$314K	Hold	5,729	–	–	0.01%	385
2024 Q1	$319K	Hold	5,729	–	–	0.02%	348
2023 Q4	$303K	Hold	5,729	–	–	0.02%	336
2023 Q3	$273K	Hold	5,729	–	–	0.02%	339
2023 Q2	$290K	Hold	5,729	–	–	0.02%	342
2023 Q1	$287K	Hold	5,729	–	–	0.02%	391
2022 Q4	$259K	Sell	5,729 -2,147	-27%	-$92.5K	0.02%	383
2022 Q3	$297K	Buy	+7,876	New	+$333K	0.02%	324

Other funds holding IEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Avidian Wealth Enterprises's IEV Position: Q2 2026 in Review

Avidian Wealth Enterprises held its iShares Europe ETF (IEV) position steady in Q2 2026 at 6,855 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #477.

Avidian Wealth Enterprises first reported a position in IEV in Q3 2022 and has held it in 16 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Avidian Wealth Enterprises held 6,855 shares of iShares Europe ETF worth $499K as of Q2 2026.
Avidian Wealth Enterprises left its iShares Europe ETF share count unchanged in Q2 2026.
iShares Europe ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #477 holding.
Avidian Wealth Enterprises first reported a position in iShares Europe ETF in Q3 2022 and has held it in 16 quarters since.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.