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

MorganRosel 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
2025
Q3 		– Sell
-305
Closed -$9.65K – 185
2025
Q2 		$9.65K Hold
305
– – ﹤0.01% 258
2025
Q1 		$8.69K Buy
+305
New +$8.09K ﹤0.01% 255

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JP Morgan Chase
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PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Morgan Stanley
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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MorganRosel Wealth Management's EUFN Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q3 2025, closing a stake of 305 shares — an estimated $9.65K sold.

MorganRosel Wealth Management first reported a position in EUFN in Q1 2025 and held it in 2 quarters. The position peaked at $9.65K in Q2 2025. 203 funds tracked by Wall St. Rank hold EUFN as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 305 iShares MSCI Europe Financials ETF shares in Q3 2025, an estimated $9.65K.
  • MorganRosel Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares MSCI Europe Financials ETF position peaked at $9.65K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.