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Cape Investment Advisory’s iShare MSCI Eurozone ETF EZU Stock Holding History

Cape Investment Advisory’s Portfolio EZU Stock Details EZU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.4K Buy
363
+63
+21% +$4.38K 0.01% 684
2026
Q2 		$20.9K Buy
+300
New +$20.2K 0.01% 695
2026
Q1 		– Sell
-295
Closed -$18.9K – 518
2025
Q4 		$18.9K Buy
+295
New +$18.5K 0.01% 630

Other funds holding EZU

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

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

Cape Investment Advisory increased its iShare MSCI Eurozone ETF (EZU) stake by 21% in Q3 2026, buying an estimated $4.38K and bringing the position to 363 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #684.

Cape Investment Advisory first reported a position in EZU in Q4 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold EZU as of Q3 2026.

  • Cape Investment Advisory held 363 shares of iShare MSCI Eurozone ETF worth $24.4K as of Q3 2026.
  • Cape Investment Advisory bought 63 iShare MSCI Eurozone ETF shares in Q3 2026, an estimated $4.38K.
  • iShare MSCI Eurozone ETF made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #684 holding.
  • Cape Investment Advisory first reported a position in iShare MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q3 2026.

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