Montag & Associates’s iShares Europe ETF IEV Stock Holding History

Montag & Associates’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 Q1	$102K	Hold	1,500	–	–	﹤0.01%	500
2025 Q4	$103K	Hold	1,500	–	–	﹤0.01%	504
2025 Q3	$98.2K	Hold	1,500	–	–	﹤0.01%	492
2025 Q2	$94.9K	Hold	1,500	–	–	﹤0.01%	485
2025 Q1	$87.3K	Hold	1,500	–	–	﹤0.01%	517
2024 Q4	$78.1K	Hold	1,500	–	–	﹤0.01%	541
2024 Q3	$87.4K	Hold	1,500	–	–	﹤0.01%	522
2024 Q2	$82.1K	Hold	1,500	–	–	﹤0.01%	519
2024 Q1	$83.5K	Hold	1,500	–	–	﹤0.01%	511
2023 Q4	$79.3K	Hold	1,500	–	–	﹤0.01%	498
2023 Q3	$71.6K	Hold	1,500	–	–	﹤0.01%	494
2023 Q2	$75.8K	Hold	1,500	–	–	﹤0.01%	503
2023 Q1	$75K	Hold	1,500	–	–	﹤0.01%	493
2022 Q4	$67.9K	Hold	1,500	–	–	﹤0.01%	496
2022 Q3	$57K	Buy	+1,500	New	+$63.4K	﹤0.01%	515

Other funds holding IEV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Montag & Associates's IEV Position: Q1 2026 in Review

Montag & Associates held its iShares Europe ETF (IEV) position steady in Q1 2026 at 1,500 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Montag & Associates first reported a position in IEV in Q3 2022 and has held it in 15 quarters since. The position peaked at $103K in Q4 2025. 287 funds tracked by Wall St. Rank hold IEV as of Q1 2026.

Montag & Associates held 1,500 shares of iShares Europe ETF worth $102K as of Q1 2026.
Montag & Associates left its iShares Europe ETF share count unchanged in Q1 2026.
iShares Europe ETF made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #500 holding.
Montag & Associates first reported a position in iShares Europe ETF in Q3 2022 and has held it in 15 quarters since.
Montag & Associates's iShares Europe ETF position peaked at $103K in Q4 2025.
287 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.