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

AE 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	$424K	Buy	10,887 +172	+2%	+$6.51K	﹤0.01%	1309
2026 Q1	$373K	Buy	10,715 +112	+1%	+$4.1K	﹤0.01%	1258
2025 Q4	$393K	Buy	10,603 +1,154	+12%	+$40.1K	﹤0.01%	1178
2025 Q3	$324K	Buy	9,449 +794	+9%	+$26.3K	﹤0.01%	1156
2025 Q2	$274K	Buy	8,655 +1,706	+25%	+$51.6K	﹤0.01%	1151
2025 Q1	$198K	Buy	6,949 +138	+2%	+$3.66K	﹤0.01%	1282
2024 Q4	$159K	Buy	+6,811	New	+$163K	﹤0.01%	1322
2023 Q3	–	Sell	-11,414	Closed	-$219K	–	1988
2023 Q2	$219K	Buy	+11,414	New	+$220K	﹤0.01%	1712

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 22.96% 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

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

AE Wealth Management increased its iShares MSCI Europe Financials ETF (EUFN) stake by 1.6% in Q2 2026, buying an estimated $6.51K and bringing the position to 10,887 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

AE Wealth Management first reported a position in EUFN in Q2 2023 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

AE Wealth Management held 10,887 shares of iShares MSCI Europe Financials ETF worth $424K as of Q2 2026.
AE Wealth Management bought 172 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $6.51K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1309 holding.
AE Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2023 and has held it in 8 quarters since.
242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.