WA
IEV icon

Waverly Advisors’s iShares Europe ETF IEV Stock Holding History

Waverly Advisors’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 		$780K Hold
10,706
– – ﹤0.01% 974
2026
Q1 		$727K Sell
10,706
-320
-3% -$22.6K 0.01% 930
2025
Q4 		$756K Sell
11,026
-76
-0.7% -$5.08K 0.01% 853
2025
Q3 		$727K Sell
11,102
-519
-4% -$33.2K 0.01% 729
2025
Q2 		$735K Sell
11,621
-360
-3% -$21.9K 0.01% 692
2025
Q1 		$697K Sell
11,981
-131
-1% -$7.44K 0.01% 692
2024
Q4 		$631K Sell
12,112
-115
-0.9% -$6.29K 0.01% 626
2024
Q3 		$712K Hold
12,227
– – 0.01% 510
2024
Q2 		$670K Buy
12,227
+10,824
+771% +$604K 0.01% 512
2024
Q1 		$78.1K Buy
+1,403
New +$74.8K ﹤0.01% 679

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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

Waverly Advisors's IEV Position: Q2 2026 in Review

Waverly Advisors held its iShares Europe ETF (IEV) position steady in Q2 2026 at 10,706 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Waverly Advisors first reported a position in IEV in Q1 2024 and has held it in 10 quarters since. 283 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Waverly Advisors held 10,706 shares of iShares Europe ETF worth $780K as of Q2 2026.
  • Waverly Advisors left its iShares Europe ETF share count unchanged in Q2 2026.
  • iShares Europe ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #974 holding.
  • Waverly Advisors first reported a position in iShares Europe ETF in Q1 2024 and has held it in 10 quarters since.
  • 283 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.