Osbon Capital Management’s iShares Europe ETF IEV Stock Holding History

Osbon Capital 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 Q2	$150K	Sell	2,054 -1	-0%	-$72	0.12%	86
2026 Q1	$140K	Hold	2,055	–	–	0.11%	91
2025 Q4	$141K	Buy	+2,055	New	+$137K	0.13%	78
2019 Q2	$491K	Buy	+11,137	New	+$490K	0.52%	30

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 22.96% 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

Osbon Capital Management's IEV Position: Q2 2026 in Review

Osbon Capital Management reduced its iShares Europe ETF (IEV) stake by 0.05% in Q2 2026, selling an estimated $72 and leaving 2,054 shares worth $150K. The position accounts for 0.12% of the portfolio, ranked #86.

Osbon Capital Management first reported a position in IEV in Q2 2019 and has held it in 4 quarters since. The position peaked at $491K in Q2 2019. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Osbon Capital Management held 2,054 shares of iShares Europe ETF worth $150K as of Q2 2026.
Osbon Capital Management sold 1 iShares Europe ETF share in Q2 2026, an estimated $72.
iShares Europe ETF made up 0.12% of Osbon Capital Management's portfolio in Q2 2026, its #86 holding.
Osbon Capital Management first reported a position in iShares Europe ETF in Q2 2019 and has held it in 4 quarters since.
Osbon Capital Management's iShares Europe ETF position peaked at $491K in Q2 2019.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.