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

Avion Wealth’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 Q3	$19K	Hold	500	–	–	﹤0.01%	402
2026 Q2	$19K	Hold	500	–	–	﹤0.01%	401
2026 Q1	$17K	Hold	500	–	–	﹤0.01%	371
2025 Q4	$18K	Sell	500 -500	-50%	-$17.4K	﹤0.01%	362
2025 Q3	$34K	Buy	+1,000	New	+$33.2K	0.01%	263
2022 Q3	–	Sell	-131	Closed	-$2K	–	529
2022 Q2	$2K	Buy	+131	New	+$2.28K	﹤0.01%	393

Other funds holding EUFN

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Avion Wealth's EUFN Position: Q3 2026 in Review

Avion Wealth held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2026 at 500 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Avion Wealth first reported a position in EUFN in Q2 2022 and has held it in 6 quarters since. The position peaked at $34K in Q3 2025. 155 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

Avion Wealth held 500 shares of iShares MSCI Europe Financials ETF worth $19K as of Q3 2026.
Avion Wealth left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #402 holding.
Avion Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2022 and has held it in 6 quarters since.
Avion Wealth's iShares MSCI Europe Financials ETF position peaked at $34K in Q3 2025.
155 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.