CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

CAPTRUST Financial 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
2026
Q2 		$930K Sell
23,846
-5,768
-19% -$218K ﹤0.01% 1784
2026
Q1 		$1.03M Buy
29,614
+659
+2% +$24.1K ﹤0.01% 1599
2025
Q4 		$1.07M Sell
28,955
-1,433
-5% -$49.8K ﹤0.01% 1466
2025
Q3 		$1.04M Buy
30,388
+15,408
+103% +$511K ﹤0.01% 1405
2025
Q2 		$474K Sell
14,980
-353
-2% -$10.7K ﹤0.01% 1763
2025
Q1 		$437K Buy
15,333
+4,429
+41% +$118K ﹤0.01% 1720
2024
Q4 		$254K Buy
+10,904
New +$261K ﹤0.01% 2001
2022
Q3 		– Sell
-795
Closed -$13K – 2670
2022
Q2 		$13K Sell
795
-280
-26% -$4.87K ﹤0.01% 3600
2022
Q1 		$20K Buy
1,075
+258
+32% +$5.11K ﹤0.01% 3381
2021
Q4 		$16K Buy
817
+241
+42% +$4.89K ﹤0.01% 3434
2021
Q3 		$11K Hold
576
– – ﹤0.01% 3544
2021
Q2 		$11K Hold
576
– – ﹤0.01% 3494
2021
Q1 		$11K Sell
576
-10
-2% -$185 ﹤0.01% 3383
2020
Q4 		$10K Buy
586
+10
+2% +$158 ﹤0.01% 2565
2020
Q3 		$8K Buy
+576
New +$8.52K ﹤0.01% 2360
2019
Q4 		– Sell
-382
Closed -$7K – 1245
2019
Q3 		$7K Buy
+382
New +$6.64K ﹤0.01% 1593
2018
Q2 		– Sell
-2,066
Closed -$47K – 1535
2018
Q1 		$47K Hold
2,066
– – ﹤0.01% 617
2017
Q4 		$48K Hold
2,066
– – ﹤0.01% 600
2017
Q3 		$49K Buy
2,066
+14
+0.7% +$320 ﹤0.01% 288
2017
Q2 		$45K Buy
+2,052
New +$44K 0.01% 171

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors's EUFN Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 19% in Q2 2026, selling an estimated $218K and leaving 23,846 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

CAPTRUST Financial Advisors first reported a position in EUFN in Q2 2017 and has held it in 20 quarters since. The position peaked at $1.07M in Q4 2025. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • CAPTRUST Financial Advisors held 23,846 shares of iShares MSCI Europe Financials ETF worth $930K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 5,768 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $218K.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1784 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares MSCI Europe Financials ETF in Q2 2017 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's iShares MSCI Europe Financials ETF position peaked at $1.07M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.