Pekin Hardy Strauss’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Pekin Hardy Strauss’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 Q3	$466K	Buy	11,720 +5,075	+76%	+$210K	0.04%	315
2026 Q2	$259K	Hold	6,645	–	–	0.02%	414
2026 Q1	$232K	Buy	6,645 +350	+6%	+$12.8K	0.02%	420
2025 Q4	$233K	Sell	6,295 -340	-5%	-$11.8K	0.02%	394
2025 Q3	$228K	Hold	6,635	–	–	0.02%	363
2025 Q2	$210K	Buy	+6,635	New	+$201K	0.02%	339
2023 Q2	–	Sell	-34,600	Closed	-$647K	–	322
2023 Q1	$647K	Buy	+34,600	New	+$664K	0.09%	181
2021 Q4	–	Sell	-73,100	Closed	-$1.43M	–	341
2021 Q3	$1.43M	Sell	73,100 -5,000	-6%	-$99K	0.2%	123
2021 Q2	$1.53M	Buy	78,100 +63,975	+453%	+$1.3M	0.21%	115
2021 Q1	$272K	Buy	+14,125	New	+$262K	0.04%	251

Other funds holding EUFN

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return

Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pekin Hardy Strauss's EUFN Position: Q3 2026 in Review

Pekin Hardy Strauss increased its iShares MSCI Europe Financials ETF (EUFN) stake by 76% in Q3 2026, buying an estimated $210K and bringing the position to 11,720 shares worth $466K. The position accounts for 0.04% of the portfolio, ranked #315.

Pekin Hardy Strauss first reported a position in EUFN in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q2 2021. 93 funds tracked by Wall St. Rank hold EUFN as of Q3 2026.

Pekin Hardy Strauss held 11,720 shares of iShares MSCI Europe Financials ETF worth $466K as of Q3 2026.
Pekin Hardy Strauss bought 5,075 iShares MSCI Europe Financials ETF shares in Q3 2026, an estimated $210K.
iShares MSCI Europe Financials ETF made up 0.04% of Pekin Hardy Strauss's portfolio in Q3 2026, its #315 holding.
Pekin Hardy Strauss first reported a position in iShares MSCI Europe Financials ETF in Q1 2021 and has held it in 10 quarters since.
Pekin Hardy Strauss's iShares MSCI Europe Financials ETF position peaked at $1.53M in Q2 2021.
93 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q3 2026.

Based on Pekin Hardy Strauss's 13F filing for Q3 2026, filed 2 Nov 2026.