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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
Q3 		$337K Hold
8,471
– – 0.09% 72
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CPA Asset Management's EUFN Position: Q3 2026 in Review

CPA Asset Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q3 2026 at 8,471 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #72.

CPA Asset Management first reported a position in EUFN in Q4 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

  • CPA Asset Management held 8,471 shares of iShares MSCI Europe Financials ETF worth $337K as of Q3 2026.
  • CPA Asset Management left its iShares MSCI Europe Financials ETF share count unchanged in Q3 2026.
  • iShares MSCI Europe Financials ETF made up 0.09% of CPA Asset Management's portfolio in Q3 2026, its #72 holding.
  • CPA Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on CPA Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.