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Cape Investment Advisory’s iShares Asia 50 ETF AIA Stock Holding History

Cape Investment Advisory’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.11K Hold
50
– – ﹤0.01% 944
2026
Q2 		$7.08K Buy
+50
New +$6.57K ﹤0.01% 943
2026
Q1 		– Sell
-50
Closed -$4.88K – 251
2025
Q4 		$4.88K Hold
50
– – ﹤0.01% 915
2025
Q3 		$4.73K Hold
50
– – ﹤0.01% 534
2025
Q2 		$4.05K Hold
50
– – ﹤0.01% 807
2025
Q1 		$3.62K Hold
50
– – ﹤0.01% 820
2024
Q4 		$3.39K Buy
+50
New +$3.57K ﹤0.01% 814

Other funds holding AIA

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BPW
BLVD Private Wealth Prospect, Kentucky $134M AUM 22.93% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Cape Investment Advisory's AIA Position: Q3 2026 in Review

Cape Investment Advisory held its iShares Asia 50 ETF (AIA) position steady in Q3 2026 at 50 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Cape Investment Advisory first reported a position in AIA in Q4 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold AIA as of Q3 2026.

  • Cape Investment Advisory held 50 shares of iShares Asia 50 ETF worth $7.11K as of Q3 2026.
  • Cape Investment Advisory left its iShares Asia 50 ETF share count unchanged in Q3 2026.
  • iShares Asia 50 ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #944 holding.
  • Cape Investment Advisory first reported a position in iShares Asia 50 ETF in Q4 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.