Colonial Trust Advisors’s iShares Europe ETF IEV Stock Holding History

Colonial Trust Advisors’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	$102K	Sell	1,401 -365	-21%	-$26.2K	0.01%	279
2026 Q1	$120K	Sell	1,766 -425	-19%	-$30K	0.01%	249
2025 Q4	$150K	Buy	2,191 +1,889	+625%	+$126K	0.01%	220
2025 Q3	$19.8K	Sell	302 -350	-54%	-$22.4K	﹤0.01%	428
2025 Q2	$41.2K	Sell	652 -1	-0.2%	-$61	﹤0.01%	363
2025 Q1	$38K	Hold	653	–	–	﹤0.01%	367
2024 Q4	$34K	Hold	653	–	–	﹤0.01%	360
2024 Q3	$38K	Hold	653	–	–	﹤0.01%	365
2024 Q2	$35.8K	Hold	653	–	–	﹤0.01%	361
2024 Q1	$36.3K	Hold	653	–	–	﹤0.01%	371
2023 Q4	$34.5K	Hold	653	–	–	﹤0.01%	360
2023 Q3	$31.2K	Hold	653	–	–	﹤0.01%	377
2023 Q2	$33K	Sell	653 -100	-13%	-$5.09K	﹤0.01%	379
2023 Q1	$37.7K	Hold	753	–	–	﹤0.01%	361
2022 Q4	$34.1K	Buy	+753	New	+$32.4K	﹤0.01%	374
2019 Q2	–	Sell	-4,709	Closed	-$204K	–	160
2019 Q1	$204K	Sell	4,709 -441	-9%	-$18.5K	0.04%	147
2018 Q4	$201K	Sell	5,150 -2,312	-31%	-$95.8K	0.05%	140
2018 Q3	$336K	Sell	7,462 -96	-1%	-$4.34K	0.06%	131
2018 Q2	$338K	Buy	7,558 +4	+0.1%	+$188	0.07%	130
2018 Q1	$352K	Sell	7,554 -97	-1%	-$4.64K	0.07%	128
2017 Q4	$362K	Buy	7,651 +201	+3%	+$9.43K	0.06%	138
2017 Q3	$349K	Buy	7,450 +15	+0.2%	+$683	0.08%	124
2017 Q2	$330K	Buy	+7,435	New	+$327K	0.07%	126

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

Colonial Trust Advisors's IEV Position: Q2 2026 in Review

Colonial Trust Advisors reduced its iShares Europe ETF (IEV) stake by 21% in Q2 2026, selling an estimated $26.2K and leaving 1,401 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #279.

Colonial Trust Advisors first reported a position in IEV in Q2 2017 and has held it in 23 quarters since. The position peaked at $362K in Q4 2017. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Colonial Trust Advisors held 1,401 shares of iShares Europe ETF worth $102K as of Q2 2026.
Colonial Trust Advisors sold 365 iShares Europe ETF shares in Q2 2026, an estimated $26.2K.
iShares Europe ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #279 holding.
Colonial Trust Advisors first reported a position in iShares Europe ETF in Q2 2017 and has held it in 23 quarters since.
Colonial Trust Advisors's iShares Europe ETF position peaked at $362K in Q4 2017.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.