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

Yoffe 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	$315K	Hold	4,327	–	–	0.36%	90
2026 Q1	$294K	Hold	4,327	–	–	0.38%	90
2025 Q4	$297K	Hold	4,327	–	–	0.38%	90
2025 Q3	$283K	Hold	4,327	–	–	0.37%	95
2025 Q2	$274K	Hold	4,327	–	–	0.37%	94
2025 Q1	$252K	Hold	4,327	–	–	0.37%	92
2024 Q4	$225K	Buy	+4,327	New	+$237K	0.33%	102

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Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return