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Integrated Wealth Concepts’s iShares Europe ETF IEV Stock Holding History

Integrated Wealth Concepts’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 		$8.28M Sell
113,620
-1,805
-2% -$130K 0.05% 335
2026
Q1 		$7.84M Sell
115,425
-25,169
-18% -$1.77M 0.06% 290
2025
Q4 		$9.64M Sell
140,594
-2,014
-1% -$134K 0.11% 164
2025
Q3 		$9.34M Sell
142,608
-2,261
-2% -$145K 0.08% 227
2025
Q2 		$9.16M Sell
144,869
-257
-0.2% -$15.6K 0.09% 202
2025
Q1 		$8.45M Sell
145,126
-27,936
-16% -$1.59M 0.1% 198
2024
Q4 		$9.01M Buy
173,062
+23,436
+16% +$1.28M 0.1% 189
2024
Q3 		$8.72M Buy
149,626
+13,840
+10% +$779K 0.11% 191
2024
Q2 		$7.44M Sell
135,786
-6,532
-5% -$365K 0.1% 204
2024
Q1 		$7.92M Sell
142,318
-5,629
-4% -$300K 0.11% 194
2023
Q4 		$7.82M Sell
147,947
-18,829
-11% -$927K 0.13% 177
2023
Q3 		$7.96M Buy
166,776
+53,094
+47% +$2.65M 0.14% 163
2023
Q2 		$5.75M Sell
113,682
-125
-0.1% -$6.36K 0.1% 213
2023
Q1 		$5.69M Buy
113,807
+5,080
+5% +$248K 0.12% 181
2022
Q4 		$4.92M Buy
108,727
+1,603
+1% +$69.1K 0.13% 158
2022
Q3 		$4.04M Buy
107,124
+66,813
+166% +$2.82M 0.13% 160
2022
Q2 		$1.72M Buy
+40,311
New +$1.88M 0.05% 313
2022
Q1 		– Sell
-5,974
Closed -$325K – 1000
2021
Q4 		$325K Sell
5,974
-227
-4% -$12.2K 0.01% 739
2021
Q3 		$323K Sell
6,201
-157
-2% -$8.5K 0.01% 715
2021
Q2 		$339K Buy
6,358
+62
+1% +$3.32K 0.01% 623
2021
Q1 		$316K Buy
6,296
+1,250
+25% +$61.8K 0.01% 575
2020
Q4 		$242K Sell
5,046
-168
-3% -$7.54K 0.01% 555
2020
Q3 		$218K Sell
5,214
-488
-9% -$20.8K 0.01% 526
2020
Q2 		$230K Hold
5,702
– – 0.02% 455
2020
Q1 		$201K Sell
5,702
-427
-7% -$18.2K 0.02% 393
2019
Q4 		$288K Sell
6,129
-805
-12% -$36.2K 0.02% 373
2019
Q3 		$300K Sell
6,934
-2,904
-30% -$125K 0.03% 315
2019
Q2 		$418K Buy
+9,838
New +$433K 0.05% 210

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

Integrated Wealth Concepts's IEV Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares Europe ETF (IEV) stake by 1.6% in Q2 2026, selling an estimated $130K and leaving 113,620 shares worth $8.28M. The position accounts for 0.05% of the portfolio, ranked #335.

Integrated Wealth Concepts first reported a position in IEV in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.64M in Q4 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Integrated Wealth Concepts held 113,620 shares of iShares Europe ETF worth $8.28M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,805 iShares Europe ETF shares in Q2 2026, an estimated $130K.
  • iShares Europe ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #335 holding.
  • Integrated Wealth Concepts first reported a position in iShares Europe ETF in Q2 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's iShares Europe ETF position peaked at $9.64M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.