AWM
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Activest Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Activest Wealth Management’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 		$52.1K Sell
1,335
-96
-7% -$3.63K 0.01% 273
2026
Q1 		$49.9K Hold
1,431
– – 0.01% 332
2025
Q4 		$53.1K Buy
+1,431
New +$49.7K 0.01% 309

Other funds holding EUFN

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

Activest Wealth Management's EUFN Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 6.7% in Q2 2026, selling an estimated $3.63K and leaving 1,335 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #273.

Activest Wealth Management first reported a position in EUFN in Q4 2025 and has held it in 3 quarters since. The position peaked at $53.1K in Q4 2025. 26 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Activest Wealth Management held 1,335 shares of iShares MSCI Europe Financials ETF worth $52.1K as of Q2 2026.
  • Activest Wealth Management sold 96 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $3.63K.
  • iShares MSCI Europe Financials ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Activest Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's iShares MSCI Europe Financials ETF position peaked at $53.1K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.