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WMG Financial Advisors’s iShares Europe ETF IEV Stock Holding History

WMG Financial 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
2025
Q4 		– Sell
-9,661
Closed -$633K – 152
2025
Q3 		$633K Sell
9,661
-559
-5% -$35.7K 0.21% 72
2025
Q2 		$646K Hold
10,220
– – 0.24% 64
2025
Q1 		$595K Sell
10,220
-689
-6% -$39.1K 0.25% 63
2024
Q4 		$568K Sell
10,909
-133
-1% -$7.27K 0.24% 64
2024
Q3 		$643K Buy
+11,042
New +$622K 0.29% 53

Other funds holding IEV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WMG Financial Advisors's IEV Position: Q4 2025 in Review

WMG Financial Advisors sold out of iShares Europe ETF (IEV) in Q4 2025, closing a stake of 9,661 shares — an estimated $633K sold.

WMG Financial Advisors first reported a position in IEV in Q3 2024 and held it in 5 quarters. The position peaked at $646K in Q2 2025. 290 funds tracked by Wall St. Rank hold IEV as of Q4 2025.

  • WMG Financial Advisors reported no remaining iShares Europe ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 9,661 iShares Europe ETF shares in Q4 2025, an estimated $633K.
  • WMG Financial Advisors first reported a position in iShares Europe ETF in Q3 2024 and held it in 5 quarters.
  • WMG Financial Advisors's iShares Europe ETF position peaked at $646K in Q2 2025.
  • 290 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.