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

Integris 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 Q3	$461K	Sell	6,475 -113	-2%	-$8.34K	0.09%	75
2026 Q2	$480K	Sell	6,588 -1,120	-15%	-$80.5K	0.1%	71
2026 Q1	$524K	Hold	7,708	–	–	0.12%	56
2025 Q4	$529K	Sell	7,708 -105	-1%	-$7.01K	0.12%	64
2025 Q3	$512K	Hold	7,813	–	–	0.12%	65
2025 Q2	$494K	Hold	7,813	–	–	0.13%	62
2025 Q1	$455K	Sell	7,813 -193	-2%	-$11K	0.13%	55
2024 Q4	$417K	Sell	8,006 -440	-5%	-$24.1K	0.12%	63
2024 Q3	$492K	Hold	8,446	–	–	0.14%	50
2024 Q2	$463K	Hold	8,446	–	–	0.13%	49
2024 Q1	$470K	Sell	8,446 -126	-1%	-$6.72K	0.13%	53
2023 Q4	$453K	Sell	8,572 -282	-3%	-$13.9K	0.13%	54
2023 Q3	$423K	Sell	8,854 -4,630	-34%	-$231K	0.14%	49
2023 Q2	$681K	Sell	13,484 -368	-3%	-$18.7K	0.24%	35
2023 Q1	$693K	Sell	13,852 -184	-1%	-$8.98K	0.25%	35
2022 Q4	$636K	Buy	+14,036	New	+$605K	0.25%	36

Other funds holding IEV

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Integris Wealth Management's IEV Position: Q3 2026 in Review

Integris Wealth Management reduced its iShares Europe ETF (IEV) stake by 1.7% in Q3 2026, selling an estimated $8.34K and leaving 6,475 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #75.

Integris Wealth Management first reported a position in IEV in Q4 2022 and has held it in 16 quarters since. The position peaked at $693K in Q1 2023. 65 funds tracked by Wall St. Rank hold IEV as of Q3 2026.

Integris Wealth Management held 6,475 shares of iShares Europe ETF worth $461K as of Q3 2026.
Integris Wealth Management sold 113 iShares Europe ETF shares in Q3 2026, an estimated $8.34K.
iShares Europe ETF made up 0.09% of Integris Wealth Management's portfolio in Q3 2026, its #75 holding.
Integris Wealth Management first reported a position in iShares Europe ETF in Q4 2022 and has held it in 16 quarters since.
Integris Wealth Management's iShares Europe ETF position peaked at $693K in Q1 2023.
65 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.