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Kozak & Associates’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Kozak & Associates’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
2025
Q4 		– Sell
-89
Closed -$3.02K – 441
2025
Q3 		$3.02K Buy
+89
New +$2.95K ﹤0.01% 356
2023
Q4 		– Sell
-109
Closed -$2.06K – 378
2023
Q3 		$2.06K Buy
+109
New +$2.11K ﹤0.01% 330

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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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 22.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kozak & Associates's EUFN Position: Q4 2025 in Review

Kozak & Associates sold out of iShares MSCI Europe Financials ETF (EUFN) in Q4 2025, closing a stake of 89 shares — an estimated $3.02K sold.

Kozak & Associates first reported a position in EUFN in Q3 2023 and held it in 2 quarters. The position peaked at $3.02K in Q3 2025. 221 funds tracked by Wall St. Rank hold EUFN as of Q4 2025.

  • Kozak & Associates reported no remaining iShares MSCI Europe Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 89 iShares MSCI Europe Financials ETF shares in Q4 2025, an estimated $3.02K.
  • Kozak & Associates first reported a position in iShares MSCI Europe Financials ETF in Q3 2023 and held it in 2 quarters.
  • Kozak & Associates's iShares MSCI Europe Financials ETF position peaked at $3.02K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.