Essex Financial Services’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Essex Financial Services’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
2025 Q2	–	Sell	-9,500	Closed	-$271K	–	695
2025 Q1	$271K	Hold	9,500	–	–	0.02%	519
2024 Q4	$221K	Hold	9,500	–	–	0.02%	577
2024 Q3	$231K	Sell	9,500 -9,500	-50%	-$222K	0.02%	560
2024 Q2	$419K	Hold	19,000	–	–	0.03%	404
2024 Q1	$432K	Hold	19,000	–	–	0.04%	356
2023 Q4	$398K	Hold	19,000	–	–	0.04%	345
2023 Q3	$359K	Hold	19,000	–	–	0.04%	342
2023 Q2	$364K	Hold	19,000	–	–	0.04%	331
2023 Q1	$355K	Sell	19,000 -5,000	-21%	-$96K	0.04%	346
2022 Q4	$420K	Buy	+24,000	New	+$389K	0.04%	307

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Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return