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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evergreen Private Wealth's EUFN Position: Q1 2026 in Review

Evergreen Private Wealth increased its iShares MSCI Europe Financials ETF (EUFN) stake by 1.6% in Q1 2026, buying an estimated $56.9K and bringing the position to 97,037 shares worth $3.38M. The position accounts for 1.37% of the portfolio, ranked #38.

Evergreen Private Wealth first reported a position in EUFN in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.54M in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Evergreen Private Wealth held 97,037 shares of iShares MSCI Europe Financials ETF worth $3.38M as of Q1 2026.
  • Evergreen Private Wealth bought 1,557 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $56.9K.
  • iShares MSCI Europe Financials ETF made up 1.37% of Evergreen Private Wealth's portfolio in Q1 2026, its #38 holding.
  • Evergreen Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Private Wealth's iShares MSCI Europe Financials ETF position peaked at $3.54M in Q4 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Evergreen Private Wealth's 13F filing for Q1 2026, filed 29 Apr 2026.