Cyndeo Wealth Partners’s iShares Europe ETF IEV Stock Holding History

Cyndeo Wealth Partners’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
2025 Q4	–	Sell	-3,521	Closed	-$231K	–	494
2025 Q3	$231K	Hold	3,521	–	–	0.01%	435
2025 Q2	$223K	Buy	3,521 +22	+0.6%	+$1.34K	0.01%	435
2025 Q1	$204K	Sell	3,499 -1,072	-23%	-$60.9K	0.01%	433
2024 Q4	$238K	Buy	4,571 +956	+26%	+$52.3K	0.02%	405
2024 Q3	$211K	Buy	+3,615	New	+$203K	0.01%	427

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cyndeo Wealth Partners's IEV Position: Q4 2025 in Review

Cyndeo Wealth Partners sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 3,521 shares — an estimated $231K sold.

Cyndeo Wealth Partners first reported a position in IEV in Q3 2024 and held it in 5 quarters. The position peaked at $238K in Q4 2024. 291 funds tracked by Wall St. Rank hold IEV as of Q4 2025.

Cyndeo Wealth Partners reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 3,521 iShares Europe ETF shares in Q4 2025, an estimated $231K.
Cyndeo Wealth Partners first reported a position in iShares Europe ETF in Q3 2024 and held it in 5 quarters.
Cyndeo Wealth Partners's iShares Europe ETF position peaked at $238K in Q4 2024.
291 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.