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

Institute for 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	$42.2K	Buy	+1,083	New	+$41K	﹤0.01%	913
2020 Q1	–	Sell	-2,833	Closed	-$55K	–	459
2019 Q4	$55K	Buy	+2,833	New	+$52.6K	0.01%	512

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 22.9% 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

Institute for Wealth Management's EUFN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 1,083 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EUFN as recently as Q4 2019.

Institute for Wealth Management first reported a position in EUFN in Q4 2019 and has held it in 2 quarters since. The position peaked at $55K in Q4 2019. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

Institute for Wealth Management held 1,083 shares of iShares MSCI Europe Financials ETF worth $42.2K as of Q2 2026.
iShares MSCI Europe Financials ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #913 holding.
Institute for Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's iShares MSCI Europe Financials ETF position peaked at $55K in Q4 2019.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.