Calton & Associates’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Sell |
13,969
-2,034
| -13% | -$74.4K | 0.07% | 243 |
|
|
2025
Q4 | $594K | Sell |
16,003
-13
| -0.1% | -$452 | 0.09% | 223 |
|
|
2025
Q3 | $550K | Sell |
16,016
-239
| -1% | -$7.93K | 0.08% | 217 |
|
|
2025
Q2 | $514K | Sell |
16,255
-194
| -1% | -$5.86K | 0.09% | 198 |
|
|
2025
Q1 | $469K | Hold |
16,449
| – | – | 0.11% | 179 |
|
|
2024
Q4 | $383K | Buy |
16,449
+7,985
| +94% | +$191K | 0.17% | 132 |
|
|
2024
Q3 | $209K | Sell |
8,464
-8,227
| -49% | -$193K | 0.08% | 215 |
|
|
2024
Q2 | $373K | Sell |
16,691
-280
| -2% | -$6.43K | 0.19% | 116 |
|
|
2024
Q1 | $386K | Sell |
16,971
-964
| -5% | -$20.4K | 0.19% | 120 |
|
|
2023
Q4 | $376K | Buy |
+17,935
| New | +$350K | 0.15% | 136 |
|
|
2023
Q3 | – | Sell |
-16,670
| Closed | -$320K | – | 152 |
|
|
2023
Q2 | $320K | Sell |
16,670
-1,844
| -10% | -$35.5K | 0.15% | 140 |
|
|
2023
Q1 | $346K | Hold |
18,514
| – | – | 0.16% | 135 |
|
|
2022
Q4 | $325K | Buy |
+18,514
| New | +$300K | 0.13% | 185 |
|
|
2022
Q3 | – | Sell |
-12,024
| Closed | -$190K | – | 227 |
|
|
2022
Q2 | $190K | Sell |
12,024
-695
| -5% | -$12.1K | 0.11% | 221 |
|
|
2022
Q1 | $240K | Sell |
12,719
-336
| -3% | -$6.66K | 0.07% | 295 |
|
|
2021
Q4 | $261K | Buy |
13,055
+25
| +0.2% | +$507 | 0.07% | 294 |
|
|
2021
Q3 | $255K | Hold |
13,030
| – | – | 0.06% | 322 |
|
|
2021
Q2 | $255K | Buy |
13,030
+99
| +0.8% | +$2.01K | 0.05% | 323 |
|
|
2021
Q1 | $249K | Sell |
12,931
-864
| -6% | -$16K | 0.05% | 324 |
|
|
2020
Q4 | $242K | Sell |
13,795
-356
| -3% | -$5.63K | 0.04% | 313 |
|
|
2020
Q3 | $194K | Sell |
14,151
-121
| -0.8% | -$1.79K | 0.04% | 320 |
|
|
2020
Q2 | $203K | Sell |
14,272
-16,493
| -54% | -$218K | 0.04% | 306 |
|
|
2020
Q1 | $385K | Sell |
30,765
-2,923
| -9% | -$49.8K | 0.1% | 172 |
|
|
2019
Q4 | $657K | Sell |
33,688
-2,068
| -6% | -$38.4K | 0.13% | 135 |
|
|
2019
Q3 | $629K | Sell |
35,756
-3,001
| -8% | -$52.2K | 0.14% | 128 |
|
|
2019
Q2 | $703K | Sell |
38,757
-2,208
| -5% | -$41.4K | 0.2% | 86 |
|
|
2019
Q1 | $744K | Buy |
40,965
+213
| +0.5% | +$3.86K | 0.23% | 83 |
|
|
2018
Q4 | $691K | Buy |
40,752
+8,430
| +26% | +$155K | 0.25% | 82 |
|
|
2018
Q3 | $656K | Buy |
32,322
+9,325
| +41% | +$190K | 0.19% | 96 |
|
|
2018
Q2 | $477K | Buy |
22,997
+6,003
| +35% | +$135K | 0.14% | 119 |
|
|
2018
Q1 | $393K | Sell |
16,994
-1,130
| -6% | -$27.3K | 0.11% | 187 |
|
|
2017
Q4 | $460K | Buy |
+18,124
| New | +$419K | 0.12% | 175 |
|
Other funds holding EUFN
1CP
RIG
Calton & Associates's EUFN Position: Q1 2026 in Review
Calton & Associates reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 13% in Q1 2026, selling an estimated $74.4K and leaving 13,969 shares worth $487K. The position accounts for 0.07% of the portfolio, ranked #243.
Calton & Associates first reported a position in EUFN in Q4 2017 and has held it in 32 quarters since. The position peaked at $744K in Q1 2019. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.
- Calton & Associates held 13,969 shares of iShares MSCI Europe Financials ETF worth $487K as of Q1 2026.
- Calton & Associates sold 2,034 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $74.4K.
- iShares MSCI Europe Financials ETF made up 0.07% of Calton & Associates's portfolio in Q1 2026, its #243 holding.
- Calton & Associates first reported a position in iShares MSCI Europe Financials ETF in Q4 2017 and has held it in 32 quarters since.
- Calton & Associates's iShares MSCI Europe Financials ETF position peaked at $744K in Q1 2019.
- 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.
Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.