Evergreen Private Wealth’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Evergreen Private Wealth’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 Q3	$3.84M	Buy	96,491 +451	+0.5%	+$18.6K	1.41%	35
2026 Q2	$3.74M	Sell	96,040 -997	-1%	-$37.7K	1.38%	34
2026 Q1	$3.38M	Buy	97,037 +1,557	+2%	+$56.9K	1.37%	38
2025 Q4	$3.54M	Buy	95,480 +6,323	+7%	+$220K	1.4%	34
2025 Q3	$3.06M	Sell	89,157 -1,785	-2%	-$59.2K	1.24%	35
2025 Q2	$2.88M	Buy	+90,942	New	+$2.75M	1.21%	37

Other funds holding EUFN

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Evergreen Private Wealth's EUFN Position: Q3 2026 in Review

Evergreen Private Wealth increased its iShares MSCI Europe Financials ETF (EUFN) stake by 0.47% in Q3 2026, buying an estimated $18.6K and bringing the position to 96,491 shares worth $3.84M. The position accounts for 1.41% of the portfolio, ranked #35.

Evergreen Private Wealth first reported a position in EUFN in Q2 2025 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

Evergreen Private Wealth held 96,491 shares of iShares MSCI Europe Financials ETF worth $3.84M as of Q3 2026.
Evergreen Private Wealth bought 451 iShares MSCI Europe Financials ETF shares in Q3 2026, an estimated $18.6K.
iShares MSCI Europe Financials ETF made up 1.41% of Evergreen Private Wealth's portfolio in Q3 2026, its #35 holding.
Evergreen Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Evergreen Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.