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

Atria Wealth Solutions’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
Q2 		$293K Sell
9,270
-15,009
-62% -$454K 0.01% 1164
2025
Q1 		$692K Buy
+24,279
New +$644K 0.01% 1038

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Atria Wealth Solutions's EUFN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 62% in Q2 2025, selling an estimated $454K and leaving 9,270 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #1164.

Atria Wealth Solutions first reported a position in EUFN in Q1 2025 and has held it in 2 quarters since. The position peaked at $692K in Q1 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q2 2025.

  • Atria Wealth Solutions held 9,270 shares of iShares MSCI Europe Financials ETF worth $293K as of Q2 2025.
  • Atria Wealth Solutions sold 15,009 iShares MSCI Europe Financials ETF shares in Q2 2025, an estimated $454K.
  • iShares MSCI Europe Financials ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1164 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI Europe Financials ETF in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's iShares MSCI Europe Financials ETF position peaked at $692K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.