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

Liberty 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
Q1 		– Sell
-8,454
Closed -$314K – 270
2025
Q4 		$314K Sell
8,454
-2,230
-21% -$77.5K 0.04% 184
2025
Q3 		$367K Buy
10,684
+2,951
+38% +$97.9K 0.05% 158
2025
Q2 		$245K Buy
+7,733
New +$234K 0.04% 193

Other funds holding EUFN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Liberty Wealth Management's EUFN Position: Q1 2026 in Review

Liberty Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2026, closing a stake of 8,454 shares — an estimated $314K sold.

Liberty Wealth Management first reported a position in EUFN in Q2 2025 and held it in 3 quarters. The position peaked at $367K in Q3 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Liberty Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 8,454 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $314K.
  • Liberty Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q2 2025 and held it in 3 quarters.
  • Liberty Wealth Management's iShares MSCI Europe Financials ETF position peaked at $367K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.