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 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 $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

Garrett Wealth Advisory Group's EUFN Position: Q1 2026 in Review

Garrett Wealth Advisory Group held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 5,882 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #130.

Garrett Wealth Advisory Group first reported a position in EUFN in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Garrett Wealth Advisory Group held 5,882 shares of iShares MSCI Europe Financials ETF worth $205K as of Q1 2026.
Garrett Wealth Advisory Group left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #130 holding.
Garrett Wealth Advisory Group first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and has held it in 3 quarters since.
Garrett Wealth Advisory Group's iShares MSCI Europe Financials ETF position peaked at $218K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.