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United Financial Planning Group’s iShares Europe ETF IEV Stock Holding History

United Financial Planning Group’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
2025
Q4 		– Sell
-140
Closed -$9.17K – 496
2025
Q3 		$9.17K Buy
+140
New +$8.95K 0.01% 158

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Financial Planning Group's IEV Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 140 shares — an estimated $9.17K sold.

United Financial Planning Group first reported a position in IEV in Q3 2025 and held it in 1 quarter. The position peaked at $9.17K in Q3 2025. 291 funds tracked by Wall St. Rank hold IEV as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 140 iShares Europe ETF shares in Q4 2025, an estimated $9.17K.
  • United Financial Planning Group first reported a position in iShares Europe ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares Europe ETF position peaked at $9.17K in Q3 2025.
  • 291 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.