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Perigon Wealth Management’s iShares Europe ETF IEV Stock Holding History

Perigon Wealth 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
2025
Q4 		– Sell
-3,751
Closed -$246K – 1340
2025
Q3 		$246K Sell
3,751
-331
-8% -$21.2K 0.01% 1056
2025
Q2 		$258K Buy
4,082
+76
+2% +$4.62K 0.01% 900
2025
Q1 		$233K Sell
4,006
-903
-18% -$51.3K 0.01% 904
2024
Q4 		$261K Buy
+4,909
New +$268K 0.01% 868
2021
Q1 		– Sell
-500
Closed -$24K – 743
2020
Q4 		$24K Buy
+500
New +$22.4K ﹤0.01% 983

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perigon Wealth Management's IEV Position: Q4 2025 in Review

Perigon Wealth Management sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 3,751 shares — an estimated $246K sold.

Perigon Wealth Management first reported a position in IEV in Q4 2020 and held it in 5 quarters. The position peaked at $261K in Q4 2024. 291 funds tracked by Wall St. Rank hold IEV as of Q4 2025.

  • Perigon Wealth Management reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 3,751 iShares Europe ETF shares in Q4 2025, an estimated $246K.
  • Perigon Wealth Management first reported a position in iShares Europe ETF in Q4 2020 and held it in 5 quarters.
  • Perigon Wealth Management's iShares Europe ETF position peaked at $261K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.