New Wave Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

New Wave Wealth Advisors’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	$9.94M	Buy	136,508 +4,190	+3%	+$301K	2.71%	7
2026 Q1	$8.99M	Sell	132,318 -1,295	-1%	-$91.3K	3.12%	5
2025 Q4	$9.17M	Buy	133,613 +2,692	+2%	+$180K	3.35%	5
2025 Q3	$8.57M	Buy	130,921 +81,801	+167%	+$5.23M	3.34%	5
2025 Q2	$3.11M	Sell	49,120 -133	-0.3%	-$8.08K	1.32%	21
2025 Q1	$2.87M	Buy	49,253 +3,449	+8%	+$196K	1.28%	24
2024 Q4	$2.38M	Sell	45,804 -2,106	-4%	-$115K	0.98%	26
2024 Q3	$2.79M	Buy	47,910 +1,370	+3%	+$77.1K	1.29%	19
2024 Q2	$2.55M	Buy	+46,540	New	+$2.6M	1.37%	21

Other funds holding IEV

BIA

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

PFT

Providence First Trust Scottsdale, Arizona $358M AUM 30.69% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWS

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

New Wave Wealth Advisors's IEV Position: Q2 2026 in Review

New Wave Wealth Advisors increased its iShares Europe ETF (IEV) stake by 3.2% in Q2 2026, buying an estimated $301K and bringing the position to 136,508 shares worth $9.94M. The position accounts for 2.71% of the portfolio, ranked #7.

New Wave Wealth Advisors first reported a position in IEV in Q2 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

New Wave Wealth Advisors held 136,508 shares of iShares Europe ETF worth $9.94M as of Q2 2026.
New Wave Wealth Advisors bought 4,190 iShares Europe ETF shares in Q2 2026, an estimated $301K.
iShares Europe ETF made up 2.71% of New Wave Wealth Advisors's portfolio in Q2 2026, its #7 holding.
New Wave Wealth Advisors first reported a position in iShares Europe ETF in Q2 2024 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.