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

Dakota 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 		$289K Sell
3,965
-2,675
-40% -$192K 0.01% 675
2026
Q1 		$451K Hold
6,640
– – 0.01% 568
2025
Q4 		$456K Hold
6,640
– – 0.01% 570
2025
Q3 		$435K Hold
6,640
– – 0.01% 502
2025
Q2 		$420K Sell
6,640
-320
-5% -$19.4K 0.01% 547
2025
Q1 		$405K Sell
6,960
-25
-0.4% -$1.42K 0.01% 557
2024
Q4 		$364K Hold
6,985
– – 0.01% 564
2024
Q3 		$407K Hold
6,985
– – 0.01% 536
2024
Q2 		$382K Sell
6,985
-1,480
-17% -$82.6K 0.01% 545
2024
Q1 		$471K Sell
8,465
-390
-4% -$20.8K 0.01% 513
2023
Q4 		$468K Sell
8,855
-3,050
-26% -$150K 0.02% 434
2023
Q3 		$568K Sell
11,905
-100
-0.8% -$4.99K 0.03% 378
2023
Q2 		$607K Sell
12,005
-875
-7% -$44.5K 0.03% 345
2023
Q1 		$644K Sell
12,880
-1,570
-11% -$76.7K 0.04% 309
2022
Q4 		$654K Sell
14,450
-1,115
-7% -$48K 0.05% 300
2022
Q3 		$588K Buy
+15,565
New +$658K 0.05% 310
2020
Q1 		– Sell
-5,378
Closed -$253K – 292
2019
Q4 		$253K Sell
5,378
-310
-5% -$13.9K 0.04% 263
2019
Q3 		$246K Buy
5,688
+878
+18% +$37.7K 0.04% 257
2019
Q2 		$212K Sell
4,810
-485
-9% -$21.3K 0.04% 261
2019
Q1 		$229K Hold
5,295
– – 0.05% 268
2018
Q4 		$207K Buy
+5,295
New +$219K 0.05% 255

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

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

Dakota Wealth Management reduced its iShares Europe ETF (IEV) stake by 40% in Q2 2026, selling an estimated $192K and leaving 3,965 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #675.

Dakota Wealth Management first reported a position in IEV in Q4 2018 and has held it in 21 quarters since. The position peaked at $654K in Q4 2022. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Dakota Wealth Management held 3,965 shares of iShares Europe ETF worth $289K as of Q2 2026.
  • Dakota Wealth Management sold 2,675 iShares Europe ETF shares in Q2 2026, an estimated $192K.
  • iShares Europe ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Dakota Wealth Management first reported a position in iShares Europe ETF in Q4 2018 and has held it in 21 quarters since.
  • Dakota Wealth Management's iShares Europe ETF position peaked at $654K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.