Phillips Financial Management’s iShares Europe ETF IEV Stock Holding History

Phillips Financial 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 Q1	$55.6K	Sell	819 -1,540	-65%	-$109K	﹤0.01%	229
2025 Q4	$162K	Sell	2,359 -196	-8%	-$13.1K	0.01%	214
2025 Q3	$167K	Hold	2,555	–	–	0.01%	221
2025 Q2	$162K	Hold	2,555	–	–	0.01%	192
2025 Q1	$149K	Hold	2,555	–	–	0.01%	186
2024 Q4	$133K	Hold	2,555	–	–	0.01%	184
2024 Q3	$149K	Hold	2,555	–	–	0.01%	190
2024 Q2	$140K	Hold	2,555	–	–	0.01%	193
2024 Q1	$142K	Hold	2,555	–	–	0.01%	188
2023 Q4	$135K	Hold	2,555	–	–	0.01%	172
2023 Q3	$122K	Hold	2,555	–	–	0.01%	170
2023 Q2	$129K	Sell	2,555 -230	-8%	-$11.7K	0.01%	173
2023 Q1	$139K	Hold	2,785	–	–	0.01%	171
2022 Q4	$126K	Hold	2,785	–	–	0.01%	161
2022 Q3	$105K	Buy	+2,785	New	+$118K	0.01%	159

Other funds holding IEV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phillips Financial Management's IEV Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Europe ETF (IEV) stake by 65% in Q1 2026, selling an estimated $109K and leaving 819 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Phillips Financial Management first reported a position in IEV in Q3 2022 and has held it in 15 quarters since. The position peaked at $167K in Q3 2025. 287 funds tracked by Wall St. Rank hold IEV as of Q1 2026.

Phillips Financial Management held 819 shares of iShares Europe ETF worth $55.6K as of Q1 2026.
Phillips Financial Management sold 1,540 iShares Europe ETF shares in Q1 2026, an estimated $109K.
iShares Europe ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #229 holding.
Phillips Financial Management first reported a position in iShares Europe ETF in Q3 2022 and has held it in 15 quarters since.
Phillips Financial Management's iShares Europe ETF position peaked at $167K in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.