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

Merited Wealth’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	-1,075	Closed	-$39.9K	–	156
2025 Q4	$39.9K	Buy	+1,075	New	+$37.4K	0.04%	136

Other funds holding EUFN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merited Wealth's EUFN Position: Q1 2026 in Review

Merited Wealth sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2026, closing a stake of 1,075 shares — an estimated $39.9K sold.

Merited Wealth first reported a position in EUFN in Q4 2025 and held it in 1 quarter. The position peaked at $39.9K in Q4 2025. 224 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

Merited Wealth reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 1,075 iShares MSCI Europe Financials ETF shares in Q1 2026, an estimated $39.9K.
Merited Wealth first reported a position in iShares MSCI Europe Financials ETF in Q4 2025 and held it in 1 quarter.
Merited Wealth's iShares MSCI Europe Financials ETF position peaked at $39.9K in Q4 2025.
224 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.