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CPA Asset Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

CPA Asset 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
2026
Q2 		$330K Hold
8,471
– – 0.1% 81
2026
Q1 		$295K Hold
8,471
– – 0.1% 79
2025
Q4 		$314K Buy
+8,471
New +$294K 0.11% 79

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

CPA Asset Management's EUFN Position: Q2 2026 in Review

CPA Asset Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 8,471 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #81.

CPA Asset Management first reported a position in EUFN in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • CPA Asset Management held 8,471 shares of iShares MSCI Europe Financials ETF worth $330K as of Q2 2026.
  • CPA Asset Management left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
  • iShares MSCI Europe Financials ETF made up 0.1% of CPA Asset Management's portfolio in Q2 2026, its #81 holding.
  • CPA Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.