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 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 $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's EUFN Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 49% in Q1 2026, selling an estimated $25.8K and leaving 733 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Annis Gardner Whiting Capital Advisors first reported a position in EUFN in Q2 2025 and has held it in 3 quarters since. The position peaked at $53.4K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 733 shares of iShares MSCI Europe Financials ETF worth $25.5K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 706 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $25.8K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #686 holding.
Annis Gardner Whiting Capital Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and has held it in 3 quarters since.
Annis Gardner Whiting Capital Advisors's iShares MSCI Europe Financials ETF position peaked at $53.4K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.