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 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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Congress Wealth Management increased its iShares MSCI Europe Financials ETF (EUFN) stake by 0.66% in Q2 2025, buying an estimated $169K and bringing the position to 849,120 shares worth $26.9M. The position accounts for 0.26% of the portfolio, ranked #91.

Congress Wealth Management first reported a position in EUFN in Q1 2023 and has held it in 10 quarters since. The position peaked at $29.8M in Q3 2024. 203 funds tracked by Wall St. Rank hold EUFN as of Q2 2025.

Congress Wealth Management held 849,120 shares of iShares MSCI Europe Financials ETF worth $26.9M as of Q2 2025.
Congress Wealth Management bought 5,583 iShares MSCI Europe Financials ETF shares in Q2 2025, an estimated $169K.
iShares MSCI Europe Financials ETF made up 0.26% of Congress Wealth Management's portfolio in Q2 2025, its #91 holding.
Congress Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and has held it in 10 quarters since.
Congress Wealth Management's iShares MSCI Europe Financials ETF position peaked at $29.8M in Q3 2024.
203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2025.

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