Garrett Wealth Advisory Group’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Garrett Wealth Advisory Group’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	$229K	Hold	5,882	–	–	0.04%	136
2026 Q1	$205K	Hold	5,882	–	–	0.04%	130
2025 Q4	$218K	Hold	5,882	–	–	0.04%	112
2025 Q3	$202K	Buy	+5,882	New	+$195K	0.04%	116

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 22.9% 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

Garrett Wealth Advisory Group's EUFN Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 5,882 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #136.

Garrett Wealth Advisory Group first reported a position in EUFN in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Garrett Wealth Advisory Group held 5,882 shares of iShares MSCI Europe Financials ETF worth $229K as of Q2 2026.
Garrett Wealth Advisory Group left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #136 holding.
Garrett Wealth Advisory Group first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and has held it in 4 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.