Shared Vision Wealth Group’s iShares Europe ETF IEV Stock Holding History

Shared Vision Wealth Group’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	$865K	Buy	12,737 +25	+0.2%	+$1.76K	0.35%	42
2025 Q4	$911K	Buy	12,712 +27	+0.2%	+$1.8K	0.37%	40
2025 Q3	$840K	Sell	12,685 -1,049	-8%	-$67.1K	0.36%	45
2025 Q2	$848K	Sell	13,734 -459	-3%	-$27.9K	0.42%	38
2025 Q1	$826K	Sell	14,193 -902	-6%	-$51.2K	0.45%	35
2024 Q4	$786K	Buy	15,095 +84	+0.6%	+$4.59K	0.41%	34
2024 Q3	$875K	Buy	15,011 +1,483	+11%	+$83.5K	0.47%	32
2024 Q2	$741K	Sell	13,528 -793	-6%	-$44.3K	0.43%	34
2024 Q1	$797K	Sell	14,321 -739	-5%	-$39.4K	0.5%	28
2023 Q4	$796K	Buy	+15,060	New	+$742K	0.53%	27

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

Shared Vision Wealth Group's IEV Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares Europe ETF (IEV) stake by 0.2% in Q1 2026, buying an estimated $1.76K and bringing the position to 12,737 shares worth $865K. The position accounts for 0.35% of the portfolio, ranked #42.

Shared Vision Wealth Group first reported a position in IEV in Q4 2023 and has held it in 10 quarters since. The position peaked at $911K in Q4 2025. 287 funds tracked by Wall St. Rank hold IEV as of Q1 2026.

Shared Vision Wealth Group held 12,737 shares of iShares Europe ETF worth $865K as of Q1 2026.
Shared Vision Wealth Group bought 25 iShares Europe ETF shares in Q1 2026, an estimated $1.76K.
iShares Europe ETF made up 0.35% of Shared Vision Wealth Group's portfolio in Q1 2026, its #42 holding.
Shared Vision Wealth Group first reported a position in iShares Europe ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares Europe ETF position peaked at $911K in Q4 2025.
287 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.