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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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 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. 26 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.
  • 26 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.