USA FINANCIAL FORMULAS’s iShares Europe ETF IEV Stock Holding History

USA FINANCIAL FORMULAS’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	$145K	Buy	+1,988	New	+$143K	0.03%	162

Other funds holding IEV

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Providence First Trust Scottsdale, Arizona $358M AUM 30.69% 1-Year Est. Return

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

USA FINANCIAL FORMULAS's IEV Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in iShares Europe ETF (IEV) in Q2 2026: 1,988 shares worth $145K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings.

140 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

USA FINANCIAL FORMULAS held 1,988 shares of iShares Europe ETF worth $145K as of Q2 2026.
iShares Europe ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
iShares Europe ETF made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #162 holding.
140 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.