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

Circle 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
2025
Q2 		– Sell
-26,646
Closed -$759K – 224
2025
Q1 		$759K Hold
26,646
– – 0.02% 133
2024
Q4 		$621K Buy
26,646
+923
+4% +$22.1K 0.01% 153
2024
Q3 		$636K Hold
25,723
– – 0.01% 152
2024
Q2 		$575K Buy
+25,723
New +$591K 0.01% 151

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Circle Wealth Management's EUFN Position: Q2 2025 in Review

Circle Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2025, closing a stake of 26,646 shares — an estimated $759K sold.

Circle Wealth Management first reported a position in EUFN in Q2 2024 and held it in 4 quarters. The position peaked at $759K in Q1 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q2 2025.

  • Circle Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Circle Wealth Management sold 26,646 iShares MSCI Europe Financials ETF shares in Q2 2025, an estimated $759K.
  • Circle Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2024 and held it in 4 quarters.
  • Circle Wealth Management's iShares MSCI Europe Financials ETF position peaked at $759K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2025.

Based on Circle Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.