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

EverSource 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	$369K	Sell	5,061 -1,664	-25%	-$120K	0.01%	704
2026 Q1	$457K	Buy	6,725 +1,406	+26%	+$99.2K	0.01%	639
2025 Q4	$365K	Buy	5,319 +258	+5%	+$17.2K	0.01%	664
2025 Q3	$331K	Sell	5,061 -279	-5%	-$17.8K	0.01%	679
2025 Q2	$338K	Sell	5,340 -9	-0.2%	-$547	0.02%	618
2025 Q1	$311K	Sell	5,349 -1,170	-18%	-$66.5K	0.02%	515
2024 Q4	$339K	Buy	6,519 +294	+5%	+$16.1K	0.02%	469
2024 Q3	$363K	Buy	6,225 +629	+11%	+$35.4K	0.02%	393
2024 Q2	$313K	Hold	5,596	–	–	0.02%	426
2024 Q1	$304K	Sell	5,596 -266	-5%	-$14.2K	0.02%	371
2023 Q4	$310K	Sell	5,862 -1,109	-16%	-$54.6K	0.03%	332
2023 Q3	$333K	Sell	6,971 -297	-4%	-$14.8K	0.04%	284
2023 Q2	$367K	Sell	7,268 -519	-7%	-$26.4K	0.04%	275
2023 Q1	$390K	Sell	7,787 -370	-5%	-$18.1K	0.05%	257
2022 Q4	$369K	Sell	8,157 -677	-8%	-$29.2K	0.06%	241
2022 Q3	$333K	Buy	8,834 +7,305	+478%	+$309K	0.08%	226
2022 Q2	$65K	Buy	+1,529	New	+$71.4K	0.02%	526

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 22.9% 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

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

EverSource Wealth Advisors reduced its iShares Europe ETF (IEV) stake by 25% in Q2 2026, selling an estimated $120K and leaving 5,061 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #704.

EverSource Wealth Advisors first reported a position in IEV in Q2 2022 and has held it in 17 quarters since. The position peaked at $457K in Q1 2026. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

EverSource Wealth Advisors held 5,061 shares of iShares Europe ETF worth $369K as of Q2 2026.
EverSource Wealth Advisors sold 1,664 iShares Europe ETF shares in Q2 2026, an estimated $120K.
iShares Europe ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #704 holding.
EverSource Wealth Advisors first reported a position in iShares Europe ETF in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's iShares Europe ETF position peaked at $457K in Q1 2026.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.