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Patriot Financial Group Insurance Agency’s iShares Europe ETF IEV Stock Holding History

Patriot Financial Group Insurance Agency’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 		$314K Sell
4,315
-4,315
-50% -$310K 0.03% 377
2026
Q1 		$586K Buy
8,630
+4,315
+100% +$304K 0.03% 400
2025
Q4 		$296K Sell
4,315
-61
-1% -$4.07K 0.04% 389
2025
Q3 		$287K Sell
4,376
-2,748
-39% -$176K 0.04% 388
2025
Q2 		$451K Sell
7,124
-242
-3% -$14.7K 0.05% 330
2025
Q1 		$429K Sell
7,366
-458
-6% -$26K 0.06% 318
2024
Q4 		$407K Sell
7,824
-146
-2% -$7.98K 0.05% 315
2024
Q3 		$464K Buy
7,970
+2,049
+35% +$115K 0.06% 305
2024
Q2 		$324K Buy
5,921
+46
+0.8% +$2.57K 0.05% 353
2024
Q1 		$327K Sell
5,875
-582
-9% -$31K 0.05% 343
2023
Q4 		$341K Sell
6,457
-1,762
-21% -$86.8K 0.06% 308
2023
Q3 		$392K Sell
8,219
-341
-4% -$17K 0.08% 285
2023
Q2 		$433K Sell
8,560
-523
-6% -$26.6K 0.08% 270
2023
Q1 		$454K Sell
9,083
-12
-0.1% -$586 0.09% 237
2022
Q4 		$412K Sell
9,095
-1,347
-13% -$58K 0.06% 239
2022
Q3 		$394K Buy
10,442
+10,191
+4,060% +$431K 0.1% 232
2022
Q2 		$11K Buy
251
+51
+26% +$2.38K ﹤0.01% 1207
2022
Q1 		$10K Hold
200
– – ﹤0.01% 1363
2021
Q4 		$11K Hold
200
– – ﹤0.01% 1455
2021
Q3 		$10K Hold
200
– – ﹤0.01% 1477
2021
Q2 		$11K Hold
200
– – ﹤0.01% 1413
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1353
2020
Q4 		$10K Hold
200
– – ﹤0.01% 1219
2020
Q3 		$8K Hold
200
– – ﹤0.01% 1092
2020
Q2 		$8K Hold
200
– – ﹤0.01% 1037
2020
Q1 		$7K Hold
200
– – ﹤0.01% 975
2019
Q4 		$9K Hold
200
– – ﹤0.01% 858
2019
Q3 		$9K Hold
200
– – ﹤0.01% 825
2019
Q2 		$9K Hold
200
– – ﹤0.01% 830
2019
Q1 		$9K Sell
200
-200
-50% -$8.4K ﹤0.01% 729
2018
Q4 		$16K Hold
400
– – 0.01% 513
2018
Q3 		$18K Hold
400
– – 0.01% 497
2018
Q2 		$18K Sell
400
-4,654
-92% -$219K 0.02% 308
2018
Q1 		$232K Buy
5,054
+850
+20% +$40.7K 0.17% 119
2017
Q4 		$205K Sell
4,204
-1,276
-23% -$59.8K 0.15% 122
2017
Q3 		$256K Buy
5,480
+211
+4% +$9.61K 0.23% 87
2017
Q2 		$234K Sell
5,269
-193
-4% -$8.5K 0.24% 81
2017
Q1 		$227K Buy
5,462
+64
+1% +$2.58K 0.24% 76
2016
Q4 		$214K Buy
+5,398
New +$206K 0.29% 67

Other funds holding IEV

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IEV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Europe ETF (IEV) stake by 50% in Q2 2026, selling an estimated $310K and leaving 4,315 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #377.

Patriot Financial Group Insurance Agency first reported a position in IEV in Q4 2016 and has held it in 39 quarters since. The position peaked at $586K in Q1 2026. 169 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,315 shares of iShares Europe ETF worth $314K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,315 iShares Europe ETF shares in Q2 2026, an estimated $310K.
  • iShares Europe ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #377 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Europe ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Europe ETF position peaked at $586K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.