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
2026 Q2	$234K	Buy	+6,000	New	+$227K	0.01%	738
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

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

Essex Financial Services's EUFN Position: Q2 2026 in Review

Essex Financial Services opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 6,000 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in EUFN as recently as Q1 2025.

Essex Financial Services first reported a position in EUFN in Q4 2022 and has held it in 11 quarters since. The position peaked at $432K in Q1 2024. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Essex Financial Services held 6,000 shares of iShares MSCI Europe Financials ETF worth $234K as of Q2 2026.
iShares MSCI Europe Financials ETF was a new Essex Financial Services position in Q2 2026.
iShares MSCI Europe Financials ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #738 holding.
Essex Financial Services first reported a position in iShares MSCI Europe Financials ETF in Q4 2022 and has held it in 11 quarters since.
Essex Financial Services's iShares MSCI Europe Financials ETF position peaked at $432K in Q1 2024.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.