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Lummis Asset Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Lummis Asset 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 		$1.74K Hold
50
– – ﹤0.01% 179
2025
Q4 		$1.85K Buy
+50
New +$1.74K ﹤0.01% 171

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

Lummis Asset Management's EUFN Position: Q1 2026 in Review

Lummis Asset Management held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 50 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Lummis Asset Management first reported a position in EUFN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.85K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

  • Lummis Asset Management held 50 shares of iShares MSCI Europe Financials ETF worth $1.74K as of Q1 2026.
  • Lummis Asset Management left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
  • iShares MSCI Europe Financials ETF made up ﹤0.01% of Lummis Asset Management's portfolio in Q1 2026, its #179 holding.
  • Lummis Asset Management first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Lummis Asset Management's iShares MSCI Europe Financials ETF position peaked at $1.85K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.