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

Other funds holding IEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Yoffe Investment Management held its iShares Europe ETF (IEV) position steady in Q2 2026 at 4,327 shares worth $315K. The position accounts for 0.36% of the portfolio, ranked #90.

Yoffe Investment Management first reported a position in IEV in Q4 2024 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Yoffe Investment Management held 4,327 shares of iShares Europe ETF worth $315K as of Q2 2026.
Yoffe Investment Management left its iShares Europe ETF share count unchanged in Q2 2026.
iShares Europe ETF made up 0.36% of Yoffe Investment Management's portfolio in Q2 2026, its #90 holding.
Yoffe Investment Management first reported a position in iShares Europe ETF in Q4 2024 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.