GoalVest Advisory
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GoalVest Advisory’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

GoalVest Advisory’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 		– Sell
-351
Closed -$12.2K – 524
2026
Q1 		$12.2K Buy
+351
New +$12.8K ﹤0.01% 362

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GoalVest Advisory's EUFN Position: Q2 2026 in Review

GoalVest Advisory sold out of iShares MSCI Europe Financials ETF (EUFN) in Q2 2026, closing a stake of 351 shares — an estimated $12.2K sold.

GoalVest Advisory first reported a position in EUFN in Q1 2026 and held it in 1 quarter. The position peaked at $12.2K in Q1 2026. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • GoalVest Advisory reported no remaining iShares MSCI Europe Financials ETF position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 351 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $12.2K.
  • GoalVest Advisory first reported a position in iShares MSCI Europe Financials ETF in Q1 2026 and held it in 1 quarter.
  • GoalVest Advisory's iShares MSCI Europe Financials ETF position peaked at $12.2K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.