Corient Private Wealth
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Corient Private Wealth’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-12,075
Closed -$197K – 2889
2025
Q4 		$197K Buy
+12,075
New +$420K ﹤0.01% 2596

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JP Morgan Chase
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Private Wealth's EUFN Position: Q1 2026 in Review

Corient Private Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2026, closing a stake of 12,075 shares — an estimated $197K sold.

Corient Private Wealth first reported a position in EUFN in Q4 2025 and held it in 1 quarter. The position peaked at $197K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Corient Private Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 12,075 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $197K.
  • Corient Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and held it in 1 quarter.
  • Corient Private Wealth's iShares MSCI Europe Financials ETF position peaked at $197K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.