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

SOA 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 Q1	$41.6K	Hold	613	–	–	0.01%	401
2025 Q4	$42K	Buy	613 +7	+1%	+$467	0.01%	397
2025 Q3	$39.7K	Hold	606	–	–	0.01%	408
2025 Q2	$38.3K	Buy	606 +11	+2%	+$668	0.01%	408
2025 Q1	$34.6K	Hold	595	–	–	0.01%	392
2024 Q4	$31K	Buy	595 +4	+0.7%	+$219	0.01%	391
2024 Q3	$34.4K	Hold	591	–	–	0.01%	371
2024 Q2	$32.4K	Buy	591 +13	+2%	+$726	0.01%	367
2024 Q1	$32.2K	Hold	578	–	–	0.01%	365
2023 Q4	$30.5K	Buy	578 +4	+0.7%	+$197	0.01%	358
2023 Q3	$27.4K	Hold	574	–	–	0.01%	365
2023 Q2	$29K	Buy	574 +12	+2%	+$611	0.01%	368
2023 Q1	$28.1K	Hold	562	–	–	0.01%	363
2022 Q4	$25.4K	Buy	562 +3	+0.5%	+$129	0.01%	375
2022 Q3	$21K	Hold	559	–	–	0.01%	378
2022 Q2	$23K	Buy	559 +16	+3%	+$748	0.01%	359
2022 Q1	$27K	Hold	543	–	–	0.01%	405
2021 Q4	$29K	Buy	543 +7	+1%	+$377	0.01%	381
2021 Q3	$27K	Hold	536	–	–	0.01%	401
2021 Q2	$28K	Buy	536 +8	+2%	+$429	0.01%	400
2021 Q1	$26K	Hold	528	–	–	0.01%	354
2020 Q4	$25K	Buy	+528	New	+$23.7K	0.01%	363

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

SOA Wealth Advisors's IEV Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Europe ETF (IEV) position steady in Q1 2026 at 613 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #401.

SOA Wealth Advisors first reported a position in IEV in Q4 2020 and has held it in 22 quarters since. The position peaked at $42K in Q4 2025. 286 funds tracked by Wall St. Rank hold IEV as of Q1 2026.

SOA Wealth Advisors held 613 shares of iShares Europe ETF worth $41.6K as of Q1 2026.
SOA Wealth Advisors left its iShares Europe ETF share count unchanged in Q1 2026.
iShares Europe ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #401 holding.
SOA Wealth Advisors first reported a position in iShares Europe ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's iShares Europe ETF position peaked at $42K in Q4 2025.
286 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.