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EP Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

EP Wealth Advisors’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 		$295K Buy
+7,565
New +$286K ﹤0.01% 1307
2024
Q4 		– Sell
-7,394
Closed -$183K – 1265
2024
Q3 		$183K Buy
+7,394
New +$173K ﹤0.01% 1068

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EP Wealth Advisors's EUFN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 7,565 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in EUFN as recently as Q3 2024.

EP Wealth Advisors first reported a position in EUFN in Q3 2024 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • EP Wealth Advisors held 7,565 shares of iShares MSCI Europe Financials ETF worth $295K as of Q2 2026.
  • iShares MSCI Europe Financials ETF was a new EP Wealth Advisors position in Q2 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1307 holding.
  • EP Wealth Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2024 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.