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J.W. Cole Advisors’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

J.W. Cole 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 		$285K Buy
+7,299
New +$276K ﹤0.01% 1310
2026
Q1 		– Sell
-6,107
Closed -$227K – 959
2025
Q4 		$227K Buy
6,107
+188
+3% +$6.53K 0.01% 1239
2025
Q3 		$203K Buy
+5,919
New +$196K ﹤0.01% 1431

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors's EUFN Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI Europe Financials ETF (EUFN) in Q2 2026: 7,299 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in EUFN as recently as Q4 2025.

J.W. Cole Advisors first reported a position in EUFN in Q3 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

  • J.W. Cole Advisors held 7,299 shares of iShares MSCI Europe Financials ETF worth $285K as of Q2 2026.
  • iShares MSCI Europe Financials ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1310 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI Europe Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.