Halbert Hargrove Global Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Halbert Hargrove Global Advisors’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	$7.99K	Hold	205	–	–	﹤0.01%	323
2026 Q1	$7.14K	Hold	205	–	–	﹤0.01%	305
2025 Q4	$7.6K	Hold	205	–	–	﹤0.01%	307
2025 Q3	$7.04K	Hold	205	–	–	﹤0.01%	376
2025 Q2	$6.49K	Hold	205	–	–	﹤0.01%	252
2025 Q1	$5.84K	Hold	205	–	–	﹤0.01%	299
2024 Q4	$4.78K	Buy	+205	New	+$4.91K	﹤0.01%	257

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

Halbert Hargrove Global Advisors's EUFN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 205 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Halbert Hargrove Global Advisors first reported a position in EUFN in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Halbert Hargrove Global Advisors held 205 shares of iShares MSCI Europe Financials ETF worth $7.99K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #323 holding.
Halbert Hargrove Global Advisors first reported a position in iShares MSCI Europe Financials ETF in Q4 2024 and has held it in 7 quarters since.
242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.