Global Retirement Partners’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Global Retirement Partners’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	$18.7K	Buy	+480	New	+$18.2K	﹤0.01%	3092
2025 Q4	$814K	Buy	21,956 +19,277	+720%	+$670K	0.01%	730
2025 Q3	$92K	Buy	2,679 +169	+7%	+$5.61K	﹤0.01%	1549
2025 Q2	$79.4K	Buy	+2,510	New	+$75.9K	﹤0.01%	1530
2024 Q4	$6.08K	Sell	261 -444	-63%	-$10.6K	﹤0.01%	2599
2024 Q3	$17.4K	Sell	705 -933	-57%	-$21.8K	﹤0.01%	2055
2024 Q2	$36.6K	Hold	1,638	–	–	﹤0.01%	1699
2024 Q1	$37.2K	Sell	1,638 -379	-19%	-$8K	﹤0.01%	1537
2023 Q4	$40.7K	Buy	2,017 +2,015	+100,750%	+$39.3K	﹤0.01%	1448
2023 Q3	$37	Hold	2	–	–	﹤0.01%	3210
2023 Q2	$38	Hold	2	–	–	﹤0.01%	3164
2023 Q1	$39	Sell	2 -891	-100%	-$17.1K	﹤0.01%	3156
2022 Q4	$15.7K	Buy	893 +4	+0.4%	+$65	﹤0.01%	1584
2022 Q3	$14K	Hold	889	–	–	﹤0.01%	1531
2022 Q2	$14K	Buy	889 +35	+4%	+$609	﹤0.01%	1483
2022 Q1	$15K	Buy	+854	New	+$16.9K	﹤0.01%	1459
2021 Q4	–	Sell	-836	Closed	-$16K	–	685
2021 Q3	$16K	Sell	836 -375	-31%	-$7.43K	﹤0.01%	1273
2021 Q2	$24K	Buy	1,211 +392	+48%	+$7.95K	﹤0.01%	1129
2021 Q1	$16K	Hold	819	–	–	﹤0.01%	1168
2020 Q4	$14K	Buy	819 +3	+0.4%	+$47	﹤0.01%	1152
2020 Q3	$11K	Buy	816 +500	+158%	+$7.4K	﹤0.01%	1106
2020 Q2	$4K	Buy	316 +3	+1%	+$40	﹤0.01%	1326
2020 Q1	$4K	Hold	313	–	–	﹤0.01%	1273
2019 Q4	$6K	Buy	313 +3	+1%	+$56	﹤0.01%	1281
2019 Q3	$5K	Sell	310 -1,180	-79%	-$20.5K	﹤0.01%	1292
2019 Q2	$27K	Buy	1,490 +310	+26%	+$5.81K	0.01%	787
2019 Q1	$21K	Hold	1,180	–	–	0.01%	803
2018 Q4	$20K	Sell	1,180 -3,065	-72%	-$56.4K	0.01%	742
2018 Q3	$86K	Hold	4,245	–	–	0.02%	433
2018 Q2	$86K	Buy	4,245 +3,065	+260%	+$69K	0.02%	411
2018 Q1	$27K	Buy	+1,180	New	+$28.6K	0.01%	679

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 22.96% 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

Global Retirement Partners's EUFN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 480 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #3092 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EUFN as recently as Q4 2025.

Global Retirement Partners first reported a position in EUFN in Q1 2018 and has held it in 31 quarters since. The position peaked at $814K in Q4 2025. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Global Retirement Partners held 480 shares of iShares MSCI Europe Financials ETF worth $18.7K as of Q2 2026.
iShares MSCI Europe Financials ETF was a new Global Retirement Partners position in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3092 holding.
Global Retirement Partners first reported a position in iShares MSCI Europe Financials ETF in Q1 2018 and has held it in 31 quarters since.
Global Retirement Partners's iShares MSCI Europe Financials ETF position peaked at $814K in Q4 2025.
242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.