Edmond de Rothschild Holding’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Edmond de Rothschild Holding’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	$129K	Hold	3,300	–	–	﹤0.01%	467
2026 Q1	$115K	Hold	3,300	–	–	﹤0.01%	408
2025 Q4	$122K	Hold	3,300	–	–	﹤0.01%	416
2025 Q3	$113K	Buy	3,300 +850	+35%	+$28.2K	﹤0.01%	420
2025 Q2	$77.5K	Hold	2,450	–	–	﹤0.01%	429
2025 Q1	$69.8K	Hold	2,450	–	–	﹤0.01%	442
2024 Q4	$57.1K	Hold	2,450	–	–	﹤0.01%	489
2024 Q3	$60.6K	Hold	2,450	–	–	﹤0.01%	511
2024 Q2	$54.8K	Hold	2,450	–	–	﹤0.01%	554
2024 Q1	$55.7K	Hold	2,450	–	–	﹤0.01%	568
2023 Q4	$51.4K	Hold	2,450	–	–	﹤0.01%	573
2023 Q3	$46.3K	Hold	2,450	–	–	﹤0.01%	568
2023 Q2	$47K	Hold	2,450	–	–	﹤0.01%	583
2023 Q1	$45.8K	Hold	2,450	–	–	﹤0.01%	597
2022 Q4	$42.9K	Hold	2,450	–	–	﹤0.01%	647
2022 Q3	$34K	Sell	2,450 -700	-22%	-$10.8K	﹤0.01%	704
2022 Q2	$50K	Hold	3,150	–	–	﹤0.01%	660
2022 Q1	$60K	Hold	3,150	–	–	﹤0.01%	654
2021 Q4	$63K	Buy	+3,150	New	+$63.9K	﹤0.01%	681
2019 Q1	–	Sell	-1,500	Closed	-$25K	–	638
2018 Q4	$25K	Hold	1,500	–	–	﹤0.01%	582
2018 Q3	$30K	Hold	1,500	–	–	﹤0.01%	641
2018 Q2	$30K	Hold	1,500	–	–	﹤0.01%	644
2018 Q1	$35K	Hold	1,500	–	–	﹤0.01%	653
2017 Q4	$35K	Hold	1,500	–	–	﹤0.01%	669
2017 Q3	$35K	Hold	1,500	–	–	﹤0.01%	690
2017 Q2	$33K	Hold	1,500	–	–	﹤0.01%	694
2017 Q1	$30K	Sell	1,500 -1,050	-41%	-$20.7K	﹤0.01%	704
2016 Q4	$48K	Hold	2,550	–	–	﹤0.01%	654
2016 Q3	$44K	Hold	2,550	–	–	﹤0.01%	685
2016 Q2	$40K	Buy	+2,550	New	+$45.7K	﹤0.01%	669
2015 Q4	–	Sell	-1,063	Closed	-$22K	–	841
2015 Q3	$22K	Buy	+1,063	New	+$23.8K	﹤0.01%	700

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edmond de Rothschild Holding's EUFN Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 3,300 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Edmond de Rothschild Holding first reported a position in EUFN in Q3 2015 and has held it in 31 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Edmond de Rothschild Holding held 3,300 shares of iShares MSCI Europe Financials ETF worth $129K as of Q2 2026.
Edmond de Rothschild Holding left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #467 holding.
Edmond de Rothschild Holding first reported a position in iShares MSCI Europe Financials ETF in Q3 2015 and has held it in 31 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.