CIA
EWG icon

Cape Investment Advisory’s iShares MSCI Germany ETF EWG Stock Holding History

Cape Investment Advisory’s Portfolio EWG Stock Details EWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.8K Hold
310
– – ﹤0.01% 818
2026
Q2 		$12.8K Buy
+310
New +$13K ﹤0.01% 808
2026
Q1 		– Sell
-304
Closed -$12.9K – 511
2025
Q4 		$12.9K Buy
+304
New +$12.6K ﹤0.01% 700
2025
Q3 		– Sell
-304
Closed -$12.8K – 951
2025
Q2 		$12.8K Buy
304
+5
+2% +$200 ﹤0.01% 591
2025
Q1 		$11.1K Hold
299
– – ﹤0.01% 583
2024
Q4 		$9.5K Hold
299
– – ﹤0.01% 599
2024
Q3 		$10.1K Sell
299
-25
-8% -$790 ﹤0.01% 561
2024
Q2 		$9.91K Sell
324
-78
-19% -$2.44K ﹤0.01% 523
2024
Q1 		$12.8K Buy
402
+59
+17% +$1.77K 0.01% 501
2023
Q4 		$10.2K Hold
343
– – 0.01% 654
2023
Q3 		$8.99K Sell
343
-121
-26% -$3.37K 0.01% 572
2023
Q2 		$13.3K Sell
464
-35
-7% -$1.01K 0.01% 505
2023
Q1 		$14.2K Buy
+499
New +$13.8K 0.01% 480

Other funds holding EWG

FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cape Investment Advisory held its iShares MSCI Germany ETF (EWG) position steady in Q3 2026 at 310 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Cape Investment Advisory first reported a position in EWG in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2K in Q1 2023. 18 funds tracked by Wall St. Rank hold EWG as of Q3 2026.

  • Cape Investment Advisory held 310 shares of iShares MSCI Germany ETF worth $12.8K as of Q3 2026.
  • Cape Investment Advisory left its iShares MSCI Germany ETF share count unchanged in Q3 2026.
  • iShares MSCI Germany ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #818 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI Germany ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares MSCI Germany ETF position peaked at $14.2K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Germany ETF as of Q3 2026.

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