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

Congress 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 		$26.9M Buy
849,120
+5,583
+0.7% +$169K 0.26% 91
2025
Q1 		$24M Sell
843,537
-362,617
-30% -$9.62M 0.29% 86
2024
Q4 		$28.1M Buy
1,206,154
+1,908
+0.2% +$45.7K 0.39% 66
2024
Q3 		$29.8M Sell
1,204,246
-11,852
-1% -$277K 0.4% 62
2024
Q2 		$27.2M Sell
1,216,098
-14,277
-1% -$328K 0.43% 49
2024
Q1 		$28M Buy
1,230,375
+16,657
+1% +$352K 0.48% 46
2023
Q4 		$25.4M Buy
1,213,718
+4,808
+0.4% +$93.9K 0.47% 47
2023
Q3 		$22.9M Buy
1,208,910
+10,278
+0.9% +$199K 0.47% 46
2023
Q2 		$23M Buy
1,198,632
+15,842
+1% +$305K 0.53% 39
2023
Q1 		$22.1M Buy
+1,182,790
New +$22.7M 0.53% 37

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return