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Coldstream Capital Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Coldstream Capital 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
-386
Closed -$11K – 1812
2025
Q1 		$11K Buy
+386
New +$10.2K ﹤0.01% 2346

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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

Coldstream Capital Management's EUFN Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2025, closing a stake of 386 shares — an estimated $11K sold.

Coldstream Capital Management first reported a position in EUFN in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 386 iShares MSCI Europe Financials ETF shares in Q2 2025, an estimated $11K.
  • Coldstream Capital Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares MSCI Europe Financials ETF position peaked at $11K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.