Howe & Rusling’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Howe & Rusling’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 Q1	–	Sell	-4,924	Closed	-$183K	–	486
2025 Q4	$183K	Buy	+4,924	New	+$171K	0.01%	302
2017 Q3	–	Sell	-120	Closed	-$3K	–	905
2017 Q2	$3K	Hold	120	–	–	﹤0.01%	715
2017 Q1	$2K	Hold	120	–	–	﹤0.01%	837
2016 Q4	$2K	Hold	120	–	–	﹤0.01%	857
2016 Q3	$2K	Hold	120	–	–	﹤0.01%	852
2016 Q2	$2K	Hold	120	–	–	﹤0.01%	814
2016 Q1	$2K	Hold	120	–	–	﹤0.01%	846
2015 Q4	$2K	Hold	120	–	–	﹤0.01%	820
2015 Q3	$2K	Hold	120	–	–	﹤0.01%	819
2015 Q2	$3K	Hold	120	–	–	﹤0.01%	770
2015 Q1	$3K	Hold	120	–	–	﹤0.01%	701
2014 Q4	$3K	Sell	120 -1,695	-93%	-$38.6K	﹤0.01%	703
2014 Q3	$43K	Hold	1,815	–	–	0.01%	301
2014 Q2	$45K	Hold	1,815	–	–	0.01%	312
2014 Q1	$46K	Hold	1,815	–	–	0.01%	333
2013 Q4	$46K	Sell	1,815 -145	-7%	-$3.48K	0.01%	312
2013 Q3	$45K	Hold	1,960	–	–	0.02%	340
2013 Q2	$38K	Buy	+1,960	New	+$40.5K	0.01%	380

Other funds holding EUFN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howe & Rusling's EUFN Position: Q1 2026 in Review

Howe & Rusling sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2026, closing a stake of 4,924 shares — an estimated $183K sold.

Howe & Rusling first reported a position in EUFN in Q2 2013 and held it in 18 quarters. The position peaked at $183K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Howe & Rusling reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 4,924 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $183K.
Howe & Rusling first reported a position in iShares MSCI Europe Financials ETF in Q2 2013 and held it in 18 quarters.
Howe & Rusling's iShares MSCI Europe Financials ETF position peaked at $183K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.