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 Q2	$898K	Sell	12,327 -410	-3%	-$29.5K	0.31%	52
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 $1.89T 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

Shared Vision Wealth Group's IEV Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares Europe ETF (IEV) stake by 3.2% in Q2 2026, selling an estimated $29.5K and leaving 12,327 shares worth $898K. The position accounts for 0.31% of the portfolio, ranked #52.

Shared Vision Wealth Group first reported a position in IEV in Q4 2023 and has held it in 11 quarters since. The position peaked at $911K in Q4 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Shared Vision Wealth Group held 12,327 shares of iShares Europe ETF worth $898K as of Q2 2026.
Shared Vision Wealth Group sold 410 iShares Europe ETF shares in Q2 2026, an estimated $29.5K.
iShares Europe ETF made up 0.31% of Shared Vision Wealth Group's portfolio in Q2 2026, its #52 holding.
Shared Vision Wealth Group first reported a position in iShares Europe ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares Europe ETF position peaked at $911K in Q4 2025.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.