Sax Wealth Advisors’s iShares Europe ETF IEV Stock Holding History

Sax Wealth Advisors’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	$458K	Buy	+6,734	New	+$484K	0.02%	360

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 22.9% 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

Sax Wealth Advisors's IEV Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Europe ETF (IEV) in Q2 2026: 6,734 shares worth $458K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings.

285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Sax Wealth Advisors held 6,734 shares of iShares Europe ETF worth $458K as of Q2 2026.
iShares Europe ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Europe ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #360 holding.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.