Crestwood Advisors Group’s iShares Europe ETF IEV Stock Holding History

Crestwood Advisors 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	$349K	Hold	4,795	–	–	0.01%	621
2026 Q1	$326K	Hold	4,795	–	–	0.01%	547
2025 Q4	$329K	Hold	4,795	–	–	0.01%	494
2025 Q3	$314K	Buy	4,795 +918	+24%	+$58.7K	0.01%	460
2025 Q2	$245K	Buy	+3,877	New	+$235K	﹤0.01%	485
2024 Q4	–	Sell	-6,380	Closed	-$372K	–	468
2024 Q3	$372K	Hold	6,380	–	–	0.01%	341
2024 Q2	$349K	Hold	6,380	–	–	0.01%	331
2024 Q1	$355K	Hold	6,380	–	–	0.01%	325
2023 Q4	$337K	Hold	6,380	–	–	0.01%	314
2023 Q3	$305K	Buy	+6,380	New	+$318K	0.01%	294

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

Crestwood Advisors Group's IEV Position: Q2 2026 in Review

Crestwood Advisors Group held its iShares Europe ETF (IEV) position steady in Q2 2026 at 4,795 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #621.

Crestwood Advisors Group first reported a position in IEV in Q3 2023 and has held it in 10 quarters since. The position peaked at $372K in Q3 2024. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Crestwood Advisors Group held 4,795 shares of iShares Europe ETF worth $349K as of Q2 2026.
Crestwood Advisors Group left its iShares Europe ETF share count unchanged in Q2 2026.
iShares Europe ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #621 holding.
Crestwood Advisors Group first reported a position in iShares Europe ETF in Q3 2023 and has held it in 10 quarters since.
Crestwood Advisors Group's iShares Europe ETF position peaked at $372K in Q3 2024.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.