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Ethos Financial Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Ethos Financial Group’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 		$1.14M Buy
28,313
+636
+2% +$24.1K 0.08% 205
2026
Q1 		$965K Buy
27,677
+7,698
+39% +$281K 0.07% 209
2025
Q4 		$741K Buy
+19,979
New +$694K 0.05% 239

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 22.9% 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

Ethos Financial Group's EUFN Position: Q2 2026 in Review

Ethos Financial Group increased its iShares MSCI Europe Financials ETF (EUFN) stake by 2.3% in Q2 2026, buying an estimated $24.1K and bringing the position to 28,313 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #205.

Ethos Financial Group first reported a position in EUFN in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Ethos Financial Group held 28,313 shares of iShares MSCI Europe Financials ETF worth $1.14M as of Q2 2026.
  • Ethos Financial Group bought 636 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $24.1K.
  • iShares MSCI Europe Financials ETF made up 0.08% of Ethos Financial Group's portfolio in Q2 2026, its #205 holding.
  • Ethos Financial Group first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.