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

GeoWealth 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
2025 Q3	–	Sell	-14,545	Closed	-$460K	–	900
2025 Q2	$460K	Buy	14,545 +3,975	+38%	+$120K	0.02%	419
2025 Q1	$301K	Buy	10,570 +5,890	+126%	+$156K	0.01%	553
2024 Q4	$109K	Sell	4,680 -136	-3%	-$3.26K	﹤0.01%	944
2024 Q3	$119K	Buy	+4,816	New	+$113K	﹤0.01%	858
2023 Q4	–	Sell	-11,502	Closed	-$218K	–	684
2023 Q3	$218K	Sell	11,502 -16,816	-59%	-$325K	0.02%	277
2023 Q2	$543K	Buy	28,318 +5,936	+27%	+$114K	0.06%	165
2023 Q1	$419K	Buy	+22,382	New	+$430K	0.05%	145

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 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

RIG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

GeoWealth Management's EUFN Position: Q3 2025 in Review

GeoWealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2025, closing a stake of 14,545 shares — an estimated $460K sold.

GeoWealth Management first reported a position in EUFN in Q1 2023 and held it in 7 quarters. The position peaked at $543K in Q2 2023. 203 funds tracked by Wall St. Rank hold EUFN as of Q3 2025.

GeoWealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 14,545 iShares MSCI Europe Financials ETF shares in Q3 2025, an estimated $460K.
GeoWealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2023 and held it in 7 quarters.
GeoWealth Management's iShares MSCI Europe Financials ETF position peaked at $543K in Q2 2023.
203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.