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

LJI 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	$314K	Hold	9,005	–	–	0.05%	148
2025 Q4	$334K	Hold	9,005	–	–	0.05%	143
2025 Q3	$309K	Hold	9,005	–	–	0.05%	131
2025 Q2	$285K	Hold	9,005	–	–	0.05%	149
2025 Q1	$257K	Hold	9,005	–	–	0.05%	151
2024 Q4	$210K	Hold	9,005	–	–	0.04%	168
2024 Q3	$223K	Hold	9,005	–	–	0.05%	178
2024 Q2	$201K	Hold	9,005	–	–	0.04%	177
2024 Q1	$205K	Buy	+9,005	New	+$190K	0.05%	143

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

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

LJI Wealth Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 9,005 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #148.

LJI Wealth Management first reported a position in EUFN in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

LJI Wealth Management held 9,005 shares of iShares MSCI Europe Financials ETF worth $314K as of Q1 2026.
LJI Wealth Management left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up 0.05% of LJI Wealth Management's portfolio in Q1 2026, its #148 holding.
LJI Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2024 and has held it in 9 quarters since.
LJI Wealth Management's iShares MSCI Europe Financials ETF position peaked at $334K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.