Unique Wealth’s iShares Europe ETF IEV Stock Holding History

Unique Wealth’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	$799K	Sell	10,962 -2,341	-18%	-$168K	0.09%	115
2026 Q1	$904K	Sell	13,303 -350	-3%	-$24.7K	0.13%	95
2025 Q4	$937K	Sell	13,653 -239	-2%	-$16K	0.13%	93
2025 Q3	$910K	Sell	13,892 -245	-2%	-$15.7K	0.13%	91
2025 Q2	$894K	Buy	14,137 +2,354	+20%	+$143K	0.14%	85
2025 Q1	$686K	Buy	11,783 +6,638	+129%	+$377K	0.13%	90
2024 Q4	$268K	Buy	+5,145	New	+$281K	0.06%	122

Other funds holding IEV

NWWA

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

BIA

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

SAM

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

PFT

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

TFCP

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

IFWM

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Unique Wealth's IEV Position: Q2 2026 in Review

Unique Wealth reduced its iShares Europe ETF (IEV) stake by 18% in Q2 2026, selling an estimated $168K and leaving 10,962 shares worth $799K. The position accounts for 0.09% of the portfolio, ranked #115.

Unique Wealth first reported a position in IEV in Q4 2024 and has held it in 7 quarters since. The position peaked at $937K in Q4 2025. 101 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Unique Wealth held 10,962 shares of iShares Europe ETF worth $799K as of Q2 2026.
Unique Wealth sold 2,341 iShares Europe ETF shares in Q2 2026, an estimated $168K.
iShares Europe ETF made up 0.09% of Unique Wealth's portfolio in Q2 2026, its #115 holding.
Unique Wealth first reported a position in iShares Europe ETF in Q4 2024 and has held it in 7 quarters since.
Unique Wealth's iShares Europe ETF position peaked at $937K in Q4 2025.
101 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.