BFG
IEV icon

Beacon Financial Group’s iShares Europe ETF IEV Stock Holding History

Beacon Financial Group’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 		$852K Sell
11,700
-1,729
-13% -$124K 0.08% 191
2026
Q1 		$912K Sell
13,429
-50
-0.4% -$3.53K 0.09% 174
2025
Q4 		$925K Sell
13,479
-1,394
-9% -$93.1K 0.09% 171
2025
Q3 		$974K Sell
14,873
-38
-0.3% -$2.43K 0.1% 170
2025
Q2 		$943K Sell
14,911
-32
-0.2% -$1.94K 0.1% 172
2025
Q1 		$870K Sell
14,943
-738
-5% -$41.9K 0.1% 172
2024
Q4 		$816K Sell
15,681
-376
-2% -$20.6K 0.09% 175
2024
Q3 		$936K Buy
16,057
+1,298
+9% +$73.1K 0.1% 161
2024
Q2 		$808K Hold
14,759
– – 0.09% 173
2024
Q1 		$822K Sell
14,759
-1,696
-10% -$90.4K 0.09% 174
2023
Q4 		$870K Buy
+16,455
New +$810K 0.11% 160

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

Beacon Financial Group's IEV Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Europe ETF (IEV) stake by 13% in Q2 2026, selling an estimated $124K and leaving 11,700 shares worth $852K. The position accounts for 0.08% of the portfolio, ranked #191.

Beacon Financial Group first reported a position in IEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $974K in Q3 2025. 283 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Beacon Financial Group held 11,700 shares of iShares Europe ETF worth $852K as of Q2 2026.
  • Beacon Financial Group sold 1,729 iShares Europe ETF shares in Q2 2026, an estimated $124K.
  • iShares Europe ETF made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #191 holding.
  • Beacon Financial Group first reported a position in iShares Europe ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's iShares Europe ETF position peaked at $974K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.