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 Q2	$3.31K	Hold	85	–	–	﹤0.01%	609
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 $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 22.96% 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

ORG Wealth Partners's EUFN Position: Q2 2026 in Review

ORG Wealth Partners held its iShares MSCI Europe Financials ETF (EUFN) position steady in Q2 2026 at 85 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

ORG Wealth Partners first reported a position in EUFN in Q3 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold EUFN as of Q2 2026.

ORG Wealth Partners held 85 shares of iShares MSCI Europe Financials ETF worth $3.31K as of Q2 2026.
ORG Wealth Partners left its iShares MSCI Europe Financials ETF share count unchanged in Q2 2026.
iShares MSCI Europe Financials ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #609 holding.
ORG Wealth Partners first reported a position in iShares MSCI Europe Financials ETF in Q3 2024 and has held it in 8 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.