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

ORG Wealth Partners’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	$2.96K	Hold	85	–	–	﹤0.01%	575
2025 Q4	$3.15K	Sell	85 -3	-3%	-$104	﹤0.01%	541
2025 Q3	$3.02K	Hold	88	–	–	﹤0.01%	554
2025 Q2	$2.77K	Hold	88	–	–	﹤0.01%	582
2025 Q1	$2.52K	Hold	88	–	–	﹤0.01%	657
2024 Q4	$2.05K	Hold	88	–	–	﹤0.01%	469
2024 Q3	$2.18K	Buy	+88	New	+$2.06K	﹤0.01%	441

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

ORG Wealth Partners's EUFN Position: Q1 2026 in Review

ORG Wealth Partners held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q1 2026 at 85 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

ORG Wealth Partners first reported a position in EUFN in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.15K in Q4 2025. 223 funds tracked by Wall St. Rank hold EUFN as of Q1 2026.

ORG Wealth Partners held 85 shares of iShares MSCI Europe Financials ETF worth $2.96K as of Q1 2026.
ORG Wealth Partners left its iShares MSCI Europe Financials ETF share count unchanged in Q1 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #575 holding.
ORG Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's iShares MSCI Europe Financials ETF position peaked at $3.15K in Q4 2025.
223 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.