Balance Wealth’s iShares Europe ETF IEV Stock Holding History

Balance Wealth’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	$764K	Sell	10,481 -548	-5%	-$39.4K	0.2%	72
2026 Q1	$749K	Buy	11,029 +18	+0.2%	+$1.27K	0.23%	69
2025 Q4	$755K	Buy	11,011 +4	+0%	+$267	0.24%	72
2025 Q3	$721K	Sell	11,007 -459	-4%	-$29.3K	0.18%	71
2025 Q2	$725K	Buy	11,466 +230	+2%	+$14K	0.42%	55
2025 Q1	$654K	Buy	+11,236	New	+$638K	0.42%	56

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

Balance Wealth's IEV Position: Q2 2026 in Review

Balance Wealth reduced its iShares Europe ETF (IEV) stake by 5% in Q2 2026, selling an estimated $39.4K and leaving 10,481 shares worth $764K. The position accounts for 0.2% of the portfolio, ranked #72.

Balance Wealth first reported a position in IEV in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Balance Wealth held 10,481 shares of iShares Europe ETF worth $764K as of Q2 2026.
Balance Wealth sold 548 iShares Europe ETF shares in Q2 2026, an estimated $39.4K.
iShares Europe ETF made up 0.2% of Balance Wealth's portfolio in Q2 2026, its #72 holding.
Balance Wealth first reported a position in iShares Europe ETF in Q1 2025 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.