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Cape Investment Advisory’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Cape Investment Advisory’s Portfolio IEUR Stock Details IEUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7K Buy
+355
New +$26.5K 0.01% 651
2026
Q1 		– Sell
-373
Closed -$26.5K – 657
2025
Q4 		$26.5K Buy
+373
New +$25.8K 0.01% 559

Other funds holding IEUR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cape Investment Advisory's IEUR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Core MSCI Europe ETF (IEUR) in Q2 2026: 355 shares worth $26.7K. The stake represents 0.01% of the portfolio and ranks #651 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IEUR as recently as Q4 2025.

Cape Investment Advisory first reported a position in IEUR in Q4 2025 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold IEUR as of Q2 2026.

  • Cape Investment Advisory held 355 shares of iShares Core MSCI Europe ETF worth $26.7K as of Q2 2026.
  • iShares Core MSCI Europe ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Core MSCI Europe ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #651 holding.
  • Cape Investment Advisory first reported a position in iShares Core MSCI Europe ETF in Q4 2025 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.