North Star Investment Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

North Star Investment 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 Q2	$3.7M	Sell	94,812 -5,435	-5%	-$206K	0.2%	118
2026 Q1	$3.49M	Sell	100,247 -34,981	-26%	-$1.28M	0.21%	110
2025 Q4	$5.02M	Sell	135,228 -61,659	-31%	-$2.14M	0.31%	65
2025 Q3	$6.76M	Sell	196,887 -330	-0.2%	-$10.9K	0.43%	45
2025 Q2	$6.24M	Buy	197,217 +50,564	+34%	+$1.53M	0.43%	48
2025 Q1	$4.18M	Buy	146,653 +142,320	+3,285%	+$3.78M	0.3%	75
2024 Q4	$101K	Hold	4,333	–	–	0.01%	505
2024 Q3	$107K	Hold	4,333	–	–	0.01%	493
2024 Q2	$96.9K	Hold	4,333	–	–	0.01%	505
2024 Q1	$98.5K	Buy	4,333 +568	+15%	+$12K	0.01%	509
2023 Q4	$78.9K	Hold	3,765	–	–	0.01%	532
2023 Q3	$71.2K	Hold	3,765	–	–	0.01%	540
2023 Q2	$72.2K	Hold	3,765	–	–	0.01%	552
2023 Q1	$70.4K	Hold	3,765	–	–	0.01%	569
2022 Q4	$66K	Hold	3,765	–	–	0.01%	556
2022 Q3	$52K	Buy	+3,765	New	+$58.1K	0.01%	535

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

North Star Investment Management's EUFN Position: Q2 2026 in Review

North Star Investment Management reduced its iShares MSCI Europe Financials ETF (EUFN) stake by 5.4% in Q2 2026, selling an estimated $206K and leaving 94,812 shares worth $3.7M. The position accounts for 0.2% of the portfolio, ranked #118.

North Star Investment Management first reported a position in EUFN in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.76M in Q3 2025. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

North Star Investment Management held 94,812 shares of iShares MSCI Europe Financials ETF worth $3.7M as of Q2 2026.
North Star Investment Management sold 5,435 iShares MSCI Europe Financials ETF shares in Q2 2026, an estimated $206K.
iShares MSCI Europe Financials ETF made up 0.2% of North Star Investment Management's portfolio in Q2 2026, its #118 holding.
North Star Investment Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2022 and has held it in 16 quarters since.
North Star Investment Management's iShares MSCI Europe Financials ETF position peaked at $6.76M in Q3 2025.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.