Capital Investment Advisory Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Capital Investment Advisory Services’s Portfolio EUFN Stock Details EUFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.8K	Hold	1,868	–	–	﹤0.01%	869
2026 Q1	$65.1K	Hold	1,868	–	–	﹤0.01%	812
2025 Q4	$69.3K	Sell	1,868 -208	-10%	-$7.23K	﹤0.01%	763
2025 Q3	$71.3K	Buy	2,076 +485	+30%	+$16.1K	0.01%	722
2025 Q2	$50.3K	Buy	1,591 +223	+16%	+$6.74K	﹤0.01%	749
2025 Q1	$39K	Hold	1,368	–	–	﹤0.01%	742
2024 Q4	$31.9K	Hold	1,368	–	–	﹤0.01%	707
2024 Q3	$33.8K	Hold	1,368	–	–	﹤0.01%	745
2024 Q2	$30.6K	Hold	1,368	–	–	﹤0.01%	722
2024 Q1	$31.1K	Buy	1,368 +968	+242%	+$20.4K	﹤0.01%	717
2023 Q4	$8.38K	Buy	+400	New	+$7.81K	﹤0.01%	852
2022 Q3	–	Sell	-9,400	Closed	-$149K	–	821
2022 Q2	$149K	Hold	9,400	–	–	0.02%	478
2022 Q1	$178K	Sell	9,400 -50	-0.5%	-$991	0.02%	511
2021 Q4	$189K	Hold	9,450	–	–	0.02%	485
2021 Q3	$185K	Hold	9,450	–	–	0.02%	458
2021 Q2	$185K	Sell	9,450 -700	-7%	-$14.2K	0.02%	470
2021 Q1	$196K	Buy	10,150 +1,000	+11%	+$18.5K	0.03%	428
2020 Q4	$160K	Sell	9,150 -700	-7%	-$11.1K	0.02%	433
2020 Q3	$135K	Buy	9,850 +1,000	+11%	+$14.8K	0.03%	390
2020 Q2	$126K	Hold	8,850	–	–	0.03%	351
2020 Q1	$111K	Buy	8,850 +1,300	+17%	+$22.1K	0.03%	327
2019 Q4	$147K	Buy	7,550 +1,200	+19%	+$22.3K	0.04%	318
2019 Q3	$112K	Sell	6,350 -2,350	-27%	-$40.9K	0.03%	363
2019 Q2	$157K	Buy	8,700 +2,850	+49%	+$53.4K	0.05%	315
2019 Q1	$106K	Buy	+5,850	New	+$106K	0.04%	324

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisory Services's EUFN Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 1,868 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Capital Investment Advisory Services first reported a position in EUFN in Q1 2019 and has held it in 25 quarters since. The position peaked at $196K in Q1 2021. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Capital Investment Advisory Services held 1,868 shares of iShares MSCI Europe Financials ETF worth $72.8K as of Q2 2026.
Capital Investment Advisory Services left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #869 holding.
Capital Investment Advisory Services first reported a position in iShares MSCI Europe Financials ETF in Q1 2019 and has held it in 25 quarters since.
Capital Investment Advisory Services's iShares MSCI Europe Financials ETF position peaked at $196K in Q1 2021.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

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