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WealthPlan Investment Management’s iShares Europe ETF IEV Stock Holding History

WealthPlan Investment Management’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 		$848K Sell
11,639
-130
-1% -$9.35K 0.04% 249
2026
Q1 		$800K Sell
11,769
-422
-3% -$29.8K 0.04% 239
2025
Q4 		$836K Sell
12,191
-226
-2% -$15.1K 0.05% 212
2025
Q3 		$813K Sell
12,417
-120
-1% -$7.67K 0.05% 190
2025
Q2 		$793K Buy
+12,537
New +$762K 0.06% 198

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 22.9% 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

WealthPlan Investment Management's IEV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Europe ETF (IEV) stake by 1.1% in Q2 2026, selling an estimated $9.35K and leaving 11,639 shares worth $848K. The position accounts for 0.04% of the portfolio, ranked #249.

WealthPlan Investment Management first reported a position in IEV in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • WealthPlan Investment Management held 11,639 shares of iShares Europe ETF worth $848K as of Q2 2026.
  • WealthPlan Investment Management sold 130 iShares Europe ETF shares in Q2 2026, an estimated $9.35K.
  • iShares Europe ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #249 holding.
  • WealthPlan Investment Management first reported a position in iShares Europe ETF in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.