Synergy Asset Management’s iShares Europe ETF IEV Stock Holding History

Synergy Asset Management’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	$3.78M	Buy	51,938 +22,956	+79%	+$1.65M	0.36%	51
2026 Q1	$1.97M	Buy	+28,982	New	+$2.04M	0.21%	75
2025 Q4	–	Sell	-23,964	Closed	-$1.53M	–	270
2025 Q3	$1.53M	Buy	23,964 +14,662	+158%	+$937K	0.06%	147
2025 Q2	$588K	Buy	+9,302	New	+$565K	0.07%	116

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

Synergy Asset Management's IEV Position: Q2 2026 in Review

Synergy Asset Management increased its iShares Europe ETF (IEV) stake by 79% in Q2 2026, buying an estimated $1.65M and bringing the position to 51,938 shares worth $3.78M. The position accounts for 0.36% of the portfolio, ranked #51.

Synergy Asset Management first reported a position in IEV in Q2 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Synergy Asset Management held 51,938 shares of iShares Europe ETF worth $3.78M as of Q2 2026.
Synergy Asset Management bought 22,956 iShares Europe ETF shares in Q2 2026, an estimated $1.65M.
iShares Europe ETF made up 0.36% of Synergy Asset Management's portfolio in Q2 2026, its #51 holding.
Synergy Asset Management first reported a position in iShares Europe ETF in Q2 2025 and has held it in 4 quarters since.
283 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.