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

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $132M AUM

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.

48 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.
48 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.