Fortis Capital Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Fortis Capital 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	$321K	Hold	9,216	–	–	0.04%	292
2025 Q4	$342K	Sell	9,216 -1,300	-12%	-$45.2K	0.05%	233
2025 Q3	$361K	Hold	10,516	–	–	0.06%	207
2025 Q2	$333K	Buy	10,516 +516	+5%	+$15.6K	0.06%	196
2025 Q1	$285K	Buy	+10,000	New	+$265K	0.06%	209
2023 Q2	–	Sell	-3,771	Closed	-$70.5K	–	272
2023 Q1	$70.5K	Sell	3,771 -371	-9%	-$7.12K	0.04%	234
2022 Q4	$72.6K	Buy	+4,142	New	+$67.1K	0.04%	258

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Capital Advisors's EUFN Position: Q1 2026 in Review

Fortis Capital Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 9,216 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #292.

Fortis Capital Advisors first reported a position in EUFN in Q4 2022 and has held it in 7 quarters since. The position peaked at $361K in Q3 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Fortis Capital Advisors held 9,216 shares of iShares MSCI Europe Financials ETF worth $321K as of Q1 2026.
Fortis Capital Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up 0.04% of Fortis Capital Advisors's portfolio in Q1 2026, its #292 holding.
Fortis Capital Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2022 and has held it in 7 quarters since.
Fortis Capital Advisors's iShares MSCI Europe Financials ETF position peaked at $361K in Q3 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

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