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Summit Trail Advisors’s iShares Europe ETF IEV Stock Holding History

Summit Trail 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 		$444K Buy
+6,092
New +$438K 0.01% 1245
2018
Q1 		– Sell
-1,100
Closed -$52K – 1016
2017
Q4 		$52K Buy
+1,100
New +$51.6K 0.01% 808

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

Summit Trail Advisors's IEV Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in iShares Europe ETF (IEV) in Q2 2026: 6,092 shares worth $444K. The stake represents 0.01% of the portfolio and ranks #1245 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in IEV as recently as Q4 2017.

Summit Trail Advisors first reported a position in IEV in Q4 2017 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Summit Trail Advisors held 6,092 shares of iShares Europe ETF worth $444K as of Q2 2026.
  • iShares Europe ETF was a new Summit Trail Advisors position in Q2 2026.
  • iShares Europe ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1245 holding.
  • Summit Trail Advisors first reported a position in iShares Europe ETF in Q4 2017 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.