Addison Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Addison Advisors’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	–	Sell	-445	Closed	-$15.5K	–	797
2026 Q1	$15.5K	Hold	445	–	–	﹤0.01%	582
2025 Q4	$16.5K	Hold	445	–	–	﹤0.01%	565
2025 Q3	$15.3K	Hold	445	–	–	﹤0.01%	576
2025 Q2	$14.1K	Hold	445	–	–	﹤0.01%	584
2025 Q1	$12.7K	Hold	445	–	–	﹤0.01%	552
2024 Q4	$10.4K	Hold	445	–	–	﹤0.01%	582
2024 Q3	$11K	Hold	445	–	–	﹤0.01%	580
2024 Q2	$9.95K	Hold	445	–	–	﹤0.01%	565
2024 Q1	$10.1K	Buy	+445	New	+$9.4K	﹤0.01%	519

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

Addison Advisors's EUFN Position: Q2 2026 in Review

Addison Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2026, closing a stake of 445 shares — an estimated $15.5K sold.

Addison Advisors first reported a position in EUFN in Q1 2024 and held it in 9 quarters. The position peaked at $16.5K in Q4 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Addison Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 445 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $15.5K.
Addison Advisors first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 9 quarters.
Addison Advisors's iShares MSCI Europe Financials ETF position peaked at $16.5K in Q4 2025.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.