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Curtis Wealth Management’s iShares Europe ETF IEV Stock Holding History

Curtis 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
Q2 		$505K Sell
6,933
-88
-1% -$6.33K 0.43% 38
2026
Q1 		$477K Sell
7,021
-497
-7% -$35K 0.45% 37
2025
Q4 		$539K Buy
+7,518
New +$502K 0.47% 38

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

Curtis Wealth Management's IEV Position: Q2 2026 in Review

Curtis Wealth Management reduced its iShares Europe ETF (IEV) stake by 1.3% in Q2 2026, selling an estimated $6.33K and leaving 6,933 shares worth $505K. The position accounts for 0.43% of the portfolio, ranked #38.

Curtis Wealth Management first reported a position in IEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $539K in Q4 2025. 283 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Curtis Wealth Management held 6,933 shares of iShares Europe ETF worth $505K as of Q2 2026.
  • Curtis Wealth Management sold 88 iShares Europe ETF shares in Q2 2026, an estimated $6.33K.
  • iShares Europe ETF made up 0.43% of Curtis Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Curtis Wealth Management first reported a position in iShares Europe ETF in Q4 2025 and has held it in 3 quarters since.
  • Curtis Wealth Management's iShares Europe ETF position peaked at $539K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.