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Cape Investment Advisory’s iShares Europe ETF IEV Stock Holding History

Cape Investment Advisory’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
2024
Q3 		– Sell
-151
Closed -$8.27K – 972
2024
Q2 		$8.27K Sell
151
-7
-4% -$391 ﹤0.01% 557
2024
Q1 		$8.8K Sell
158
-294
-65% -$15.7K ﹤0.01% 572
2023
Q4 		$23.9K Sell
452
-100
-18% -$4.92K 0.01% 497
2023
Q3 		$26.3K Hold
552
– – 0.01% 398
2023
Q2 		$27.9K Sell
552
-40
-7% -$2.04K 0.02% 383
2023
Q1 		$29.6K Buy
+592
New +$28.9K 0.02% 358

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Cape Investment Advisory's IEV Position: Q3 2024 in Review

Cape Investment Advisory sold out of iShares Europe ETF (IEV) in Q3 2024, closing a stake of 151 shares — an estimated $8.27K sold.

Cape Investment Advisory first reported a position in IEV in Q1 2023 and held it in 6 quarters. The position peaked at $29.6K in Q1 2023. 233 funds tracked by Wall St. Rank hold IEV as of Q3 2024.

  • Cape Investment Advisory reported no remaining iShares Europe ETF position as of Q3 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 151 iShares Europe ETF shares in Q3 2024, an estimated $8.27K.
  • Cape Investment Advisory first reported a position in iShares Europe ETF in Q1 2023 and held it in 6 quarters.
  • Cape Investment Advisory's iShares Europe ETF position peaked at $29.6K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2024.

Based on Cape Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.