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Center for Financial Planning’s iShares Europe ETF IEV Stock Holding History

Center for Financial Planning’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 		$5.76K Hold
79
– – ﹤0.01% 541
2026
Q1 		$5.37K Sell
79
-93
-54% -$6.56K ﹤0.01% 537
2025
Q4 		$11.8K Buy
172
+122
+244% +$8.15K ﹤0.01% 469
2025
Q3 		$3.27K Hold
50
– – ﹤0.01% 569
2025
Q2 		$3.16K Hold
50
– – ﹤0.01% 537
2025
Q1 		$2.91K Hold
50
– – ﹤0.01% 566
2024
Q4 		$2.6K Hold
50
– – ﹤0.01% 519
2024
Q3 		$2.91K Hold
50
– – ﹤0.01% 483
2024
Q2 		$2.74K Hold
50
– – ﹤0.01% 486
2024
Q1 		$2.78K Hold
50
– – ﹤0.01% 503
2023
Q4 		$2.64K Hold
50
– – ﹤0.01% 456
2023
Q3 		$2.39K Hold
50
– – ﹤0.01% 453
2023
Q2 		$2.53K Hold
50
– – ﹤0.01% 484
2023
Q1 		$2.5K Hold
50
– – ﹤0.01% 442
2022
Q4 		$2.26K Hold
50
– – ﹤0.01% 455
2022
Q3 		$2K Hold
50
– – ﹤0.01% 531
2022
Q2 		$2K Hold
50
– – ﹤0.01% 469
2022
Q1 		$3K Hold
50
– – ﹤0.01% 454
2021
Q4 		$3K Hold
50
– – ﹤0.01% 458
2021
Q3 		$3K Hold
50
– – ﹤0.01% 434
2021
Q2 		$3K Hold
50
– – ﹤0.01% 438
2021
Q1 		$3K Hold
50
– – ﹤0.01% 474
2020
Q4 		$2K Hold
50
– – ﹤0.01% 437
2020
Q3 		$2K Hold
50
– – ﹤0.01% 404
2020
Q2 		$2K Buy
+50
New +$1.91K ﹤0.01% 410

Other funds holding IEV

NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Center for Financial Planning's IEV Position: Q2 2026 in Review

Center for Financial Planning held its iShares Europe ETF (IEV) position steady in Q2 2026 at 79 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Center for Financial Planning first reported a position in IEV in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.8K in Q4 2025. 73 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Center for Financial Planning held 79 shares of iShares Europe ETF worth $5.76K as of Q2 2026.
  • Center for Financial Planning left its iShares Europe ETF share count unchanged in Q2 2026.
  • iShares Europe ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #541 holding.
  • Center for Financial Planning first reported a position in iShares Europe ETF in Q2 2020 and has held it in 25 quarters since.
  • Center for Financial Planning's iShares Europe ETF position peaked at $11.8K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.