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

Synergy Investment 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	–	Sell	-120	Closed	-$8.15K	–	1135
2026 Q1	$8.15K	Buy	+120	New	+$8.46K	﹤0.01%	521

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 22.9% 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 Investment Management's IEV Position: Q2 2026 in Review

Synergy Investment Management sold out of iShares Europe ETF (IEV) in Q2 2026, closing a stake of 120 shares — an estimated $8.15K sold.

Synergy Investment Management first reported a position in IEV in Q1 2026 and held it in 1 quarter. The position peaked at $8.15K in Q1 2026. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Synergy Investment Management reported no remaining iShares Europe ETF position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 120 iShares Europe ETF shares in Q2 2026, an estimated $8.15K.
Synergy Investment Management first reported a position in iShares Europe ETF in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's iShares Europe ETF position peaked at $8.15K in Q1 2026.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.