Merit Financial Group’s iShares Europe ETF IEV Stock Holding History

Merit Financial Group’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	$221K	Sell	3,037 -1,361	-31%	-$97.9K	﹤0.01%	2040
2026 Q1	$299K	Buy	4,398 +1,011	+30%	+$71.3K	﹤0.01%	1654
2025 Q4	$232K	Sell	3,387 -1,045	-24%	-$69.8K	﹤0.01%	1732
2025 Q3	$290K	Sell	4,432 -296	-6%	-$18.9K	﹤0.01%	1479
2025 Q2	$299K	Sell	4,728 -8,677	-65%	-$527K	﹤0.01%	1341
2025 Q1	$780K	Buy	13,405 +2,457	+22%	+$140K	0.01%	756
2024 Q4	$570K	Buy	+10,948	New	+$599K	0.01%	686
2024 Q3	–	Sell	-6,578	Closed	-$360K	–	895
2024 Q2	$360K	Buy	+6,578	New	+$367K	0.01%	664
2024 Q1	–	Sell	-5,475	Closed	-$289K	–	894
2023 Q4	$289K	Buy	5,475 +917	+20%	+$45.2K	0.01%	631
2023 Q3	$218K	Sell	4,558 -520	-10%	-$25.9K	0.01%	678
2023 Q2	$257K	Hold	5,078	–	–	0.01%	635
2023 Q1	$254K	Buy	+5,078	New	+$248K	0.01%	546

Other funds holding IEV

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

FGC

First Growth Capital Pikesville, Maryland $132M AUM

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Merit Financial Group's IEV Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Europe ETF (IEV) stake by 31% in Q2 2026, selling an estimated $97.9K and leaving 3,037 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Merit Financial Group first reported a position in IEV in Q1 2023 and has held it in 12 quarters since. The position peaked at $780K in Q1 2025. 35 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Merit Financial Group held 3,037 shares of iShares Europe ETF worth $221K as of Q2 2026.
Merit Financial Group sold 1,361 iShares Europe ETF shares in Q2 2026, an estimated $97.9K.
iShares Europe ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2040 holding.
Merit Financial Group first reported a position in iShares Europe ETF in Q1 2023 and has held it in 12 quarters since.
Merit Financial Group's iShares Europe ETF position peaked at $780K in Q1 2025.
35 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.