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 Q2	$59.7K	Hold	819	–	–	﹤0.01%	239
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 $1.89T 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

Phillips Financial Management's IEV Position: Q2 2026 in Review

Phillips Financial Management held its iShares Europe ETF (IEV) position steady in Q2 2026 at 819 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Phillips Financial Management first reported a position in IEV in Q3 2022 and has held it in 16 quarters since. The position peaked at $167K in Q3 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Phillips Financial Management held 819 shares of iShares Europe ETF worth $59.7K as of Q2 2026.
Phillips Financial Management left its iShares Europe ETF share count unchanged in Q2 2026.
iShares Europe ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #239 holding.
Phillips Financial Management first reported a position in iShares Europe ETF in Q3 2022 and has held it in 16 quarters since.
Phillips Financial Management's iShares Europe ETF position peaked at $167K in Q3 2025.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.