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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return