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Concurrent Investment Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Concurrent Investment 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 		$276K Buy
+7,087
New +$268K ﹤0.01% 1745
2025
Q4 		– Sell
-18,324
Closed -$629K – 1806
2025
Q3 		$629K Buy
+18,324
New +$608K 0.01% 819

Other funds holding EUFN

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $204M AUM
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's EUFN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 7,087 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in EUFN as recently as Q3 2025.

Concurrent Investment Advisors first reported a position in EUFN in Q3 2025 and has held it in 2 quarters since. The position peaked at $629K in Q3 2025. 93 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Concurrent Investment Advisors held 7,087 shares of iShares MSCI Europe Financials ETF worth $276K as of Q2 2026.
  • iShares MSCI Europe Financials ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1745 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's iShares MSCI Europe Financials ETF position peaked at $629K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.