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Evolution Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Evolution Wealth Management’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 		$1.75K Hold
45
– – ﹤0.01% 838
2026
Q1 		$1.57K Sell
45
-42
-48% -$1.54K ﹤0.01% 761
2025
Q4 		$3.23K Hold
87
– – ﹤0.01% 599
2025
Q3 		$2.99K Hold
87
– – ﹤0.01% 475
2025
Q2 		$2.75K Buy
+87
New +$2.63K ﹤0.01% 496

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 22.96% 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

Evolution Wealth Management's EUFN Position: Q2 2026 in Review

Evolution Wealth Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 45 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Evolution Wealth Management first reported a position in EUFN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23K in Q4 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • Evolution Wealth Management held 45 shares of iShares MSCI Europe Financials ETF worth $1.75K as of Q2 2026.
  • Evolution Wealth Management left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #838 holding.
  • Evolution Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's iShares MSCI Europe Financials ETF position peaked at $3.23K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.