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 Q2	$109K	Hold	1,500	–	–	﹤0.01%	495
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 $1.89T 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

Montag & Associates's IEV Position: Q2 2026 in Review

Montag & Associates held its iShares Europe ETF (IEV) position steady in Q2 2026 at 1,500 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Montag & Associates first reported a position in IEV in Q3 2022 and has held it in 16 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Montag & Associates held 1,500 shares of iShares Europe ETF worth $109K as of Q2 2026.
Montag & Associates left its iShares Europe ETF share count unchanged in Q2 2026.
iShares Europe ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #495 holding.
Montag & Associates first reported a position in iShares Europe ETF in Q3 2022 and has held it in 16 quarters since.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.