Cassaday & Co Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Cassaday & Co Wealth Management’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	$29.9K	Sell	767 -203	-21%	-$7.68K	﹤0.01%	711
2026 Q1	$33.8K	Buy	+970	New	+$35.5K	﹤0.01%	693

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cassaday & Co Wealth Management's EUFN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 21% in Q2 2026, selling an estimated $7.68K and leaving 767 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Cassaday & Co Wealth Management first reported a position in EUFN in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.8K in Q1 2026. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Cassaday & Co Wealth Management held 767 shares of iShares MSCI Europe Financials ETF worth $29.9K as of Q2 2026.
Cassaday & Co Wealth Management sold 203 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $7.68K.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #711 holding.
Cassaday & Co Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's iShares MSCI Europe Financials ETF position peaked at $33.8K in Q1 2026.
242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.