Davis Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Davis Wealth 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	$428K	Sell	5,871 -1,143	-16%	-$82.2K	0.33%	53
2026 Q1	$477K	Sell	7,014 -262	-4%	-$18.5K	0.4%	50
2025 Q4	$499K	Buy	7,276 +861	+13%	+$57.5K	0.42%	48
2025 Q3	$420K	Buy	+6,415	New	+$410K	0.38%	51

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

Davis Wealth Advisors's IEV Position: Q2 2026 in Review

Davis Wealth Advisors reduced its iShares Europe ETF (IEV) stake by 16% in Q2 2026, selling an estimated $82.2K and leaving 5,871 shares worth $428K. The position accounts for 0.33% of the portfolio, ranked #53.

Davis Wealth Advisors first reported a position in IEV in Q3 2025 and has held it in 4 quarters since. The position peaked at $499K in Q4 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Davis Wealth Advisors held 5,871 shares of iShares Europe ETF worth $428K as of Q2 2026.
Davis Wealth Advisors sold 1,143 iShares Europe ETF shares in Q2 2026, an estimated $82.2K.
iShares Europe ETF made up 0.33% of Davis Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Davis Wealth Advisors first reported a position in iShares Europe ETF in Q3 2025 and has held it in 4 quarters since.
Davis Wealth Advisors's iShares Europe ETF position peaked at $499K in Q4 2025.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.