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Capital Advisors Inc’s iShares Europe ETF IEV Stock Holding History

Capital Advisors Inc’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
2026
Q2 		$364K Hold
5,000
– – 0.01% 279
2026
Q1 		$340K Hold
5,000
– – 0.01% 279
2025
Q4 		$343K Buy
+5,000
New +$334K 0.01% 251

Other funds holding IEV

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Capital Advisors Inc's IEV Position: Q2 2026 in Review

Capital Advisors Inc held its iShares Europe ETF (IEV) position steady in Q2 2026 at 5,000 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #279.

Capital Advisors Inc first reported a position in IEV in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

  • Capital Advisors Inc held 5,000 shares of iShares Europe ETF worth $364K as of Q2 2026.
  • Capital Advisors Inc left its iShares Europe ETF share count unchanged in Q2 2026.
  • iShares Europe ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #279 holding.
  • Capital Advisors Inc first reported a position in iShares Europe ETF in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.