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

Carolinas Wealth Consulting’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	–	Sell	-73	Closed	-$2.08K	–	293
2025 Q1	$2.08K	Hold	73	–	–	﹤0.01%	794
2024 Q4	$1.7K	Hold	73	–	–	﹤0.01%	861
2024 Q3	$1.81K	Hold	73	–	–	﹤0.01%	835
2024 Q2	$1.63K	Hold	73	–	–	﹤0.01%	833
2024 Q1	$1.66K	Buy	+73	New	+$1.54K	﹤0.01%	818

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Carolinas Wealth Consulting's EUFN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2025, closing a stake of 73 shares — an estimated $2.08K sold.

Carolinas Wealth Consulting first reported a position in EUFN in Q1 2024 and held it in 5 quarters. The position peaked at $2.08K in Q1 2025. 202 funds tracked by Wall St. Rank hold EUFN as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 73 iShares MSCI Europe Financials ETF shares in Q2 2025, an estimated $2.08K.
Carolinas Wealth Consulting first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and held it in 5 quarters.
Carolinas Wealth Consulting's iShares MSCI Europe Financials ETF position peaked at $2.08K in Q1 2025.
202 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.