Exencial Wealth Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Exencial Wealth Advisors’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	$2.49M	Buy	+71,309	New	+$2.61M	0.08%	203

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Exencial Wealth Advisors's EUFN Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q1 2026: 71,309 shares worth $2.49M. The stake represents 0.08% of the portfolio and ranks #203 among its holdings.

224 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Exencial Wealth Advisors held 71,309 shares of iShares MSCI Europe Financials ETF worth $2.49M as of Q1 2026.
iShares MSCI Europe Financials ETF was a new Exencial Wealth Advisors position in Q1 2026.
iShares MSCI Europe Financials ETF made up 0.08% of Exencial Wealth Advisors's portfolio in Q1 2026, its #203 holding.
224 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.