HB Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

HB Wealth 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
2026 Q2	$540K	Hold	13,846	–	–	﹤0.01%	1061
2026 Q1	$483K	Buy	13,846 +513	+4%	+$18.8K	﹤0.01%	994
2025 Q4	$495K	Hold	13,333	–	–	﹤0.01%	907
2025 Q3	$458K	Buy	13,333 +41	+0.3%	+$1.36K	﹤0.01%	900
2025 Q2	$420K	Hold	13,292	–	–	﹤0.01%	808
2025 Q1	$379K	Hold	13,292	–	–	﹤0.01%	867
2024 Q4	$310K	Hold	13,292	–	–	﹤0.01%	803
2024 Q3	$329K	Hold	13,292	–	–	﹤0.01%	726
2024 Q2	$297K	Hold	13,292	–	–	﹤0.01%	712
2024 Q1	$302K	Buy	+13,292	New	+$281K	﹤0.01%	655

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

HB Wealth Management's EUFN Position: Q2 2026 in Review

HB Wealth Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 13,846 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

HB Wealth Management first reported a position in EUFN in Q1 2024 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

HB Wealth Management held 13,846 shares of iShares MSCI Europe Financials ETF worth $540K as of Q2 2026.
HB Wealth Management left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1061 holding.
HB Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and has held it in 10 quarters since.
242 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.