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

Arete Wealth 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
2025
Q3 		– Sell
-22,841
Closed -$722K – 778
2025
Q2 		$722K Buy
+22,841
New +$690K 0.05% 315

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arete Wealth Advisors's EUFN Position: Q3 2025 in Review

Arete Wealth Advisors sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2025, closing a stake of 22,841 shares — an estimated $722K sold.

Arete Wealth Advisors first reported a position in EUFN in Q2 2025 and held it in 1 quarter. The position peaked at $722K in Q2 2025. 202 funds tracked by Wall St. Rank hold EUFN as of Q3 2025.

  • Arete Wealth Advisors reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 22,841 iShares MSCI Europe Financials ETF shares in Q3 2025, an estimated $722K.
  • Arete Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares MSCI Europe Financials ETF position peaked at $722K in Q2 2025.
  • 202 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.