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 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

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 22.96% 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

Evergreen Private Wealth's EUFN Position: Q2 2026 in Review

Evergreen Private Wealth reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 1% in Q2 2026, selling an estimated $37.7K and leaving 96,040 shares worth $3.74M. The position accounts for 1.38% of the portfolio, ranked #34.

Evergreen Private Wealth first reported a position in EUFN in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Evergreen Private Wealth held 96,040 shares of iShares MSCI Europe Financials ETF worth $3.74M as of Q2 2026.
Evergreen Private Wealth sold 997 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $37.7K.
iShares MSCI Europe Financials ETF made up 1.38% of Evergreen Private Wealth's portfolio in Q2 2026, its #34 holding.
Evergreen Private Wealth first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.