Bartlett & Co Wealth Management
IEV icon

Bartlett & Co Wealth Management’s iShares Europe ETF IEV Stock Holding History

Bartlett & Co 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
2026
Q3 		$144K Sell
2,027
-123
-6% -$9.08K ﹤0.01% 541
2026
Q2 		$157K Buy
2,150
+260
+14% +$18.7K ﹤0.01% 529
2026
Q1 		$133K Sell
1,890
-259
-12% -$18.3K ﹤0.01% 516
2025
Q4 		$147K Buy
+2,149
New +$144K ﹤0.01% 494

Other funds holding IEV

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Nvest Financial
Nvest Financial Portsmouth, New Hampshire $329M AUM 20.1% 1-Year Est. Return
FPC Investment Advisory
FPC Investment Advisory Petaluma, California $211M AUM 7.56% 1-Year Est. Return

Bartlett & Co Wealth Management's IEV Position: Q3 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Europe ETF (IEV) stake by 5.7% in Q3 2026, selling an estimated $9.08K and leaving 2,027 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Bartlett & Co Wealth Management first reported a position in IEV in Q4 2025 and has held it in 4 quarters since. The position peaked at $157K in Q2 2026. 206 funds tracked by Wall St. Rank hold IEV as of Q3 2026.

  • Bartlett & Co Wealth Management held 2,027 shares of iShares Europe ETF worth $144K as of Q3 2026.
  • Bartlett & Co Wealth Management sold 123 iShares Europe ETF shares in Q3 2026, an estimated $9.08K.
  • iShares Europe ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #541 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Europe ETF in Q4 2025 and has held it in 4 quarters since.
  • Bartlett & Co Wealth Management's iShares Europe ETF position peaked at $157K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.