Annis Gardner Whiting Capital Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Annis Gardner Whiting Capital 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	-733	Closed	-$25.5K	–	620
2026 Q1	$25.5K	Sell	733 -706	-49%	-$25.8K	﹤0.01%	686
2025 Q4	$53.4K	Buy	+1,439	New	+$50K	0.01%	518
2025 Q3	–	Sell	-1,439	Closed	-$45.5K	–	1271
2025 Q2	$45.5K	Buy	+1,439	New	+$43.5K	0.02%	437

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

Annis Gardner Whiting Capital Advisors's EUFN Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2026, closing a stake of 733 shares — an estimated $25.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in EUFN in Q2 2025 and held it in 3 quarters. The position peaked at $53.4K in Q4 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 733 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $25.5K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's iShares MSCI Europe Financials ETF position peaked at $53.4K in Q4 2025.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.