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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisory Services's EUFN Position: Q1 2026 in Review

Capital Investment Advisory Services held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 1,868 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Capital Investment Advisory Services first reported a position in EUFN in Q1 2019 and has held it in 24 quarters since. The position peaked at $196K in Q1 2021. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Capital Investment Advisory Services held 1,868 shares of iShares MSCI Europe Financials ETF worth $65.1K as of Q1 2026.
  • Capital Investment Advisory Services left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #812 holding.
  • Capital Investment Advisory Services first reported a position in iShares MSCI Europe Financials ETF in Q1 2019 and has held it in 24 quarters since.
  • Capital Investment Advisory Services's iShares MSCI Europe Financials ETF position peaked at $196K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.