Unique Wealth
IEV icon

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
Q3 		$781K Buy
10,979
+17
+0.2% +$1.26K 0.09% 112
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

New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Barry Investment Advisors
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Unique Wealth's IEV Position: Q3 2026 in Review

Unique Wealth increased its iShares Europe ETF (IEV) stake by 0.16% in Q3 2026, buying an estimated $1.26K and bringing the position to 10,979 shares worth $781K. The position accounts for 0.09% of the portfolio, ranked #112.

Unique Wealth first reported a position in IEV in Q4 2024 and has held it in 8 quarters since. The position peaked at $937K in Q4 2025. 89 funds tracked by Wall St. Rank hold IEV as of Q3 2026.

  • Unique Wealth held 10,979 shares of iShares Europe ETF worth $781K as of Q3 2026.
  • Unique Wealth bought 17 iShares Europe ETF shares in Q3 2026, an estimated $1.26K.
  • iShares Europe ETF made up 0.09% of Unique Wealth's portfolio in Q3 2026, its #112 holding.
  • Unique Wealth first reported a position in iShares Europe ETF in Q4 2024 and has held it in 8 quarters since.
  • Unique Wealth's iShares Europe ETF position peaked at $937K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.