Atria Investments’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Atria Investments’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	-7,416	Closed	-$235K	–	2050
2025 Q2	$235K	Buy	+7,416	New	+$224K	﹤0.01%	1831
2019 Q3	–	Sell	-11,453	Closed	-$186K	–	902
2019 Q2	$186K	Buy	+11,453	New	+$214K	0.01%	917
2017 Q3	–	Sell	-9,434	Closed	-$207K	–	799
2017 Q2	$207K	Sell	9,434 -571	-6%	-$12.2K	0.01%	691
2017 Q1	$203K	Buy	+10,005	New	+$197K	0.01%	648

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Atria Investments's EUFN Position: Q3 2025 in Review

Atria Investments sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2025, closing a stake of 7,416 shares — an estimated $235K sold.

Atria Investments first reported a position in EUFN in Q1 2017 and held it in 4 quarters. The position peaked at $235K in Q2 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q3 2025.

Atria Investments reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 7,416 iShares MSCI Europe Financials ETF shares in Q3 2025, an estimated $235K.
Atria Investments first reported a position in iShares MSCI Europe Financials ETF in Q1 2017 and held it in 4 quarters.
Atria Investments's iShares MSCI Europe Financials ETF position peaked at $235K in Q2 2025.
203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.